Training

Customer Portal General Training Manuals

Customer Portal Batch Submission Training Manual

Customer Portal Password Set-Up with MFA Training Manual

Customer Portal Real-Time Submission for Dentists Training Manual

Customer Portal Real-Time Submission for Optometrists Training Manual

Vendor Training Manuals for Customer Portal (Accuro Hosted, Accuro Local, CBS and Perspect)

Customer Portal and Accuro Hosted Claims Submission Training Manual

Customer Portal and Accuro Local Client Claims Submission Training Manual

Customer Portal and CBS Claims Submisson Manual

Customer Portal and Perspect Claims

Training videos

How to Submit a Claims Batch File Submission
Includes: Submitting batch file submissions, viewing Validation Reports, and retrieving Daily and Bi-weekly Return Files.

New Features of the Customer Portal

For Dentists and their clinic staff
Includes: How to Submit a Real-Time Claim

For Optometrists and their Clinic staff
Includes: How to Submit a Real-Time Claim

Customer Portal Log-in and Multi-Factor Authentication Process

Customer Portal Online Training Session Recordings

Accuro Hosted (Cloud)

Accuro Local

CBS/Navicert

Perspect

General

Dentists and Dentist Office Staff