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Cardholder
This course teaches the fundamentals of Coder Review ProcessPreview the first lesson free — get full access to all 22 lessons.
Essential Provider : KnowledgeCity 22 Lessons · 9m in English
Course Description
This course covers the fundamentals of the Coder Reviewer processes including: Allowable and unallowable expenses, common audit findings, documentation, common problems, Datatel reconciliation, approvals, reports and more.
What You'll Learn
- Identify allowable and unallowable purchasing card expenses
- Apply proper documentation, reconciliation, review, and audit procedures
- Perform online and Datatel reconciliation of card transactions
- Follow correct processes for using the purchasing card, internet ordering, and travel
- Submit reports for audit and handle the payment process
- Resolve errors, disputes, returns, and credits
Key Takeaways
- The course covers the fundamentals of the Coder Reviewer processes, including allowable and unallowable expenses, common audit findings, documentation, and common problems.
- It addresses program administration, levels of responsibility, and cardholder employment termination.
- It explains purchasing card security and the ways a cardholder can lose a card.
- It covers using the purchasing card for transactions, internet ordering, sponsored funds, tax exemption, traveling with a card, and other allowable expenses.
- It walks through documentation, reconciliation, review, audit, submitting reports for audit, the payment process, and resolving errors, disputes, returns, and credits.
Frequently Asked Questions
What does this Cardholder course cover?
It covers the fundamentals of the Coder Reviewer processes, including allowable and unallowable expenses, common audit findings, documentation, common problems, Datatel reconciliation, approvals, reports, and more.
Does the course explain how a card can be lost or what security applies?
Yes. It includes lessons on Purchasing Card Security and How You Can Lose a Card.
What reconciliation topics are included?
The course covers Online Reconciliation and Datatel Reconciliation, as well as documentation, review, and audit.
Does the course address travel and tax on a purchasing card?
Yes. It includes lessons on Tax Exemption, Traveling with a Card, and Other Allowable Expenses.
How does the course handle problems with transactions?
It includes a lesson on Resolving Errors, Disputes, Returns and Credits, along with the Payment Process and Submitting Reports for Audit.
