Course curriculum

  1. 1

    • Administrative/Front Office Initial Training
  2. 2

    • Patients Overview

    • Creating a Patient

    • Adding Insurance to a Patient's Details

    • Creating a Case

    • Adding Insurance to a Case

    • Adding Referring Providers to a Case

    • Adding Auths & Scripts to a Case

    • Adding Other Contacts to a Case

    • Adding Doctors' Visits to a Case

    • Adding Financial Hardship Agreements to a Case
  3. 3

    • Two ways to set up cash pay
  4. 4

    • Eligibility Tracking
  5. 5

    • The Visits Tab
  6. 6

    • HEP Tab
  7. 7

    • Files Tab
  8. 8

    • Upload Documents
  9. 9

    • Faxing Documents

    • Fax History
  10. 10

    • The Billing Tab

    • Collecting a Payment

    • Collecting a Payment (no processor)

    • Card Declines
  11. 11

    • Inventory and Services
  12. 12

    • Patient Data Download
  13. 13

    • Scheduling

    • Detailed Day Sheet

    • Scheduling Waitlist

    • Scheduling a Visit

    • Other Personal Visits

    • Quickly Add Visits
  14. 14

    • Intake

    • In clinic intake options
  15. 15

    • Check In
  16. 16

    • On Deck Module
  17. 17

    • Dashboard Introduction

    • Dashboard Upcoming Today

    • Dashboard POC Compliance

    • Dashboard Medicare Cap

    • Dashboard Intake Conflicts

    • Dashboard Active Cases (Now Called Case Overview)

    • Dashboard (authorizations)

    • Upcoming Doctor Visits

    • Unsigned Documents
  18. 18

    • Upload Signed Plan of Care
  19. 19

    • Address Book
  20. 20

    • Recent Release Admin/Front Office Updates

    • Set User Profile Preferences and Sign Out

    • Main Navigation Bar Expand or Collapse

    • Scheduling Module Updates

    • Drag and Drop Visits

    • Updated Visit Cards and Visit Card Attributes

    • Quick Case Create From Scheduling Module

    • Multi-Provider Other Personal Visits

    • Hide Scheduling Hours

    • Exclude Patients on Waitlist Who Canceled a Visit Today

    • Patient Visit Schedule Printout Updates

    • Hide Cancels on Schedule Printout

    • Display Patient Preferred Name Instead of First Name on Schedule

    • Support One on One Booking

    • Out of Network Provider Scheduling Alert

    • Uncredentialed Provider Alert

    • Send Multiple FLR Surveys at Once

    • Customize the Intake Email

    • Patient Email Enhancements

    • Check In Future Visit Alert

    • Detailed Day Sheet Updates

    • Nonprovider Access to Daily Rundown

    • Patient Change Log

    • Tracking Benefit Verification

    • Insurance Re-Verification Enhancement

    • All New Unsigned Documents Tool

    • Fax Sent Notification Options

    • Print Files Tab - Fax Print all files from Case

    • Change to Credit Card & Card Connect Verbiage

    • CardConnect Updates

    • Patient Payments Update

    • Associate Inventory with a PT and Updated Inventory Report

    • Use Internal Reference Notes on Inventory Items

    • Case Overview Tool

    • Require Case Insurance on Every Case

    • Update Case Therapist to Be Therapist From First Visit

    • Auto Populate Initial Treatment Date

    • Delete All Future Visits Upon Discharge

    • View All Referrals for a Specific Referring Provider From the Address Book

    • Authorization Required Payer Rule

    • Payer Search by ID

    • Apply Provider Signature Rules to Primary Insurances Only

    • Canadian Addresses

    • View Upcoming Birthdays

    • Birthday Tool Updates

    • Patient Birthday Automated Emails (Prompt Plus Feature)

    • Prompt Plus Features

    • Initial Evaluation Visit Type Default for First Visit on the Case

    • Customize Statement, Receipt, Case Ledgers, and Visit Print Out Font Size

    • Payer Rule for Expected TAT

    • Online Booking Patient Scheduling and Flexibility Options

    • Faxing Notes From Checkout Without Needing Signature

    • Send Follow Up FLRs and/or Custom Intake Forms

    • Waitlist Refill Invites: Minimum Notice Required Setting (Prompt Plus)

    • Online Payment Portal Update

    • Perform RTM Services Clinical Setting

    • Patient Treatment Note Alert

    • Deceased Patient Flag

    • Text Patient Statements

    • Inbound Faxing

    • Online Scheduling: Set Visit Duration per Facility (Prompt Plus)

    • POC Compliance Color Coding in the Scheduling Module

    • Archive Address Book Entries

    • Task Management System Updates (Prompt Plus)

    • Prompt Kiosk (Beta)

    • Insurance Updates & Deductible Tracking

    • Check In Updates

    • Generated File History Log

    • Online Scheduling Visit Confirmation Text Messages (Prompt Plus)

    • Notifications for Past Due Tasks (Prompt Plus)

    • Case Overview Dashboard Tool Updates

    • Patient Treatment Alert Trigger for Scheduling a Visit

    • Keap Update: Contacts Default to Marketable (Prompt Plus)

    • Superbill Ledger

    • Medicare Threshold Tool Updates

    • On Deck Updates

    • Provider Scheduling Updates

    • Permission Groups

    • Online Scheduling Place of Service Restriction Settings (Prompt Plus)

    • New Cases Online Scheduling for New & Existing Patients! (Prompt Plus)

    • Online Scheduling Update for Multi-Specialty Clinics (Prompt Plus)

    • Patient Intake Required Fields Enhancement

    • Updated Patient Visits Tab

    • Turn Off Eligibility Tracking

    • User Notification Updates

    • User Change Log

    • Custom Case Input Fields

    • Kiosk Updates

    • Patient Alert Updates

    • User Preferences - Notifications Tab

  21. 21

    • Conclusion