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Online Training Classes

We have expanded our online training class schedule and now have a total of three classes to choose from. Whether you are new to Helper software and in need of some basic training or an experienced user looking to increase your knowledge, we know that you will come away from our classes with information to help you utilize your Helper software to its fullest potential.*

*A current Helper maintenance contract is required to participate in training classes.

Class Schedule and Description

Helper Basics: Every Tuesday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

• Setting up your libraries to work with the new CMS 1500 claim forms

• Setting up popular user preferences

• Adding a facesheet

• Adding a session

• Generating patient bills/HCFAs

ClaimsConnect (Formally named SecureConnect) Basics: Every Wednesday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

• Setting up the SecureConnect Setup Wizard in Helper for each provider

• Setting up your libraries (Services, Facility, Insurance Companies & Therapist)

• Setting Up SecureConnect and establishing your new password through Send/Receive

• Editing your Export window in Helper to send only the claims you want

• Showing a claim in SecureConnect after it has been transmitted

• How to read a batch and remittance report and how to pull them from the SC server

Protecting Your Data & Payment Tracking: Every Thursday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

• Making a backup to the HD, Flash (USB) Drive & to CD using the backup utility

• Moving the backup from the HD to an external device (using Send To in XP)

• Restoring data from your HD, flash drive & CD

• How to access/run the data integrity check
• Payment Tracking ledger and what the various field/columns mean

• Applying payments for a stand alone patient

• Applying payments/adjustments to accounts that have a patient & insurance

• Manually applying previously entered payments (both manually & using “Apply Credits” option in the Trans Ledger)

• Moving payments off one session onto another in Payment Tracking Ledger

• Applying Batch payments

• Zero-ing out accounts through adjustments

• Correcting Payment Tracking errors (e.g. correcting an erroneously divided session)

• Disabling auto distribution feature (to give the user more control) and how to re-enable it

Training Signup

Your Name *
Company/Practice Name
E-mail *
Phone # we can reach you at *
Helper Account #
Names of other attendees

Select which course(s) you would like to attend

Helper Basics
Every Tuesday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

(preferred attendance date)

ClaimsConnect Basics
Every Wednesday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

(preferred attendance date)

Protecting Your Data & Payment Tracking
Every Thursday, 3:00PM EST (Running Time: 90-120 min. depending on class size)

(preferred attendance date)

Note: If your preferred date is full/unavailable you will be enrolled in the next open class. Once we receive your request you will receive two emails from us. The first will confirm your enrollment in the class, the second will contain information/instructions on how to log into the class.

(If you have signed up for a class and have not received your confirmation or login instructions, please check your junk e-mail folder for your confirmation.)

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