Sessions

Feb. 1

Feb. 8

Feb. 15

Feb. 22

Query Builder

There are many ways to take advantage of our built in query builder tool within the ServTracker reports module. Learn important tricks and methods to get the numbers you want. Hint…Criteria and Excel are important components.

EDI Claims Billing

During this workshop users can learn how to automate the process of billing Medicaid or Private Insurance (MCO) payors with the Electronic Data Interchange billing module in ServTracker.

Senior Center activity tracking, including ServTracker Touch

Senior Center service providers must track daily attendance of activities their clients are attending. This is a labor intensive process. Learn various ways to simplify the capture of this data. This will review tracking of Congregate meals and Recreational activities.

Success Stories – Customer Spotlight on New Healthcare Partnerships

In this panel discussion format, you'll hear from 2 ASI customers that have successfully integrated ServTracker with their healthcare payors to manage unique program requirements. The first organization, based in Rhode Island, has been awarded a contract to provide fresh groceries to clients who have certain pre-defined chronic health conditions. This is funded through Medicare […]

Managing Homecare Working Schedules / Mobile Technology

Creating and modifying your working schedules properly is the key to success in using the homecare scheduler. We'll cover how to send data from the ServTracker scheduler to the mobile app, how an employee interacts with the app on their device, and how managers can see employee service delivery through the mobile dashboard. Review the […]

Let’s Talk Reports!

This session will give you an overview of some of our most widely used reports in ServTracker AND give us an opportunity to talk to your colleagues about which reports they like most and how they are using them.

NextGen Tips and Tricks

Get familiar with navigation of our next generation version of ServTracker! Learn some shortcuts that can help you!

Holiday Meal Management

What are the best practices to use when managing holiday meal processes? You'll find out in this session! The most challenging delivery days of the year are your holidays. Let's take time to review different methods that can be used to simplify your delivery models for those challenging holiday dates!