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Training |
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We
provide a variety of
computer training
courses in conjunction
with ISIS 7. Whether you
need instruction in
basic usage skills or
more specialized
training,
you should be able to
find a class that fits
your needs. The typical
learning track begins
with introductory
training in ISIS 7
concepts. These
classes are designed for
computer beginners as
well as
intermediate-level
users.
Certification
The ISIS
certifications enable
Group Health
professionals to target
ISIS specific
technologies and to
distinguish themselves
by demonstrating
in-depth knowledge and
expertise in our
products. ISIS certified
professionals are
consistently capable of
implementing, building,
troubleshooting, and
debugging a particular
ISIS technology. |
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Group/Seminar Based
Training
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Introduction To ISIS 7 (Up
To 10 Employees)
Prerequisites: None
Course Objective: To
be introduced to
the basic features of
ISIS 7.
Course Description:
This training includes
an overview of the ISIS
7 software that takes
the employee from start
to finish of how the
system operates. This
training usually takes
3-4 hours to complete.
The
presentation will
include how to use the
following items:
-
ISIS Explorer
(Overview)
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ISIS Document Store
(Overview)
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Viewing Groups,
Brokers, Claims
Administrators, MGUs,
and Carriers
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Submission Snapshot
(Overview)
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Quote Builder
(Overview)
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Case Manager
(Overview)
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Email Editor
(Overview)
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Basics Of
The ISIS Wizards:
New Submission, UW
Worksheet, RFQ, Quote, New Case, and Renewal
Wizards
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Using ISIS 7 (Up
To 10 Employees)
Prerequisites:
Introduction To ISIS 7
Course Objective: To
be able to use
the basic features of
ISIS 7.
Course Description:
This training includes a
hands on approach with
an ISIS employee walking
the company floor for
individual support. This
will take place after
the Introduction to ISIS
Training as well as a
morning session the
following day. This will
allow the employee to
ask any questions they
have of the software in
the start up process.
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Individual
Training
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Individuals choosing to
complete the Individual
Training track (Levels I
& II) will become ISIS 7
certified and will
receive a certificate
proving successful
completion of the
course.
Using ISIS 7 - Level I
Prerequisites:
Introduction To ISIS 7
(Recommended/Not
Required)
Course Objective: To
be able to use and
the basic features of
ISIS 7.
Course Description:
This training includes
using the ISIS
7 software and how the
system operates. This
training usually takes 1
day to complete.
The
course will include how
to use the following
items:
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ISIS Explorer
(Overview and
Features)
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ISIS Document Store
(Overview and
Features)
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Customer Prospecting
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Working With Groups,
Brokers, Claims
Administrators, MGUs,
and Carriers
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Creating and Using
Contacts
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Using The
Submission Snapshot
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Quote Builder Basics
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Case Manager
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Email Editor
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The ISIS Wizards:
New Submission, UW
Worksheet, RFQ, Quote, New Case, and Renewal
Wizards
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Using Notes, Call
Tracking, and
Reminders
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Using and Administrating
ISIS 7 - Level II
Prerequisites: Using
ISIS 7 (Required)
Course Objective: To
be able to use and
the advanced features of
ISIS 7.
Course Description:
This training includes
using the
advanced features of
ISIS 7. This training
usually takes 1 day to
complete.
The
course will include how
to use the following
items:
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Creating Users
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Security Settings
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Global Folder
Management
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Backup and Archiving
Procedures
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Company Creation
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Advanced Carrier
Editing
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Using Custom Fields
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Default Text and
Email Signatures
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Advanced Quoting and
Formula Editing
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Customizing The ISIS
Wizards : New
Submission, UW
Worksheet, RFQ, Quote, New Case, and Renewal
Wizards
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