Course curriculum

  1. 1

    • Administrative/Front Office Initial Training

    • Advanced Training Links to Bookmark
  2. 2

    • Patients Module Overview

    • Creating a New Patient

    • Adding Insurance

    • Setting Up Self Pay

    • Creating a New Case and Adding Payment Options

  3. 3

    • Scheduling Overview

    • Creating Visits and Sending Out Intake

    • Checking in a Patient

  4. 4

    • Details Tab

    • Cases Tab

    • Visits Tab

    • HEP Tab

    • Files Tab (and Faxing!)

    • Eligibility Tracking (Eligibility Thumb)

    • Case Notes (and Quick Discharge Notes)

    • Visit History and Comments
  5. 5

    • Company Module Scheduling & Patient Management and Admin Settings

    • Company Module Users Tab
  6. 6

    • Cancellations and No Shows

    • Schedule Settings

    • Printouts

    • Patient Search Modal

    • Scheduling Multiple Visits at Once

    • Scheduling Blocks

    • Scheduling Alerts

    • Daily Rundown

    • Waitlist of Opportunities (WOO!!)

    • Visit Confirmations and Reminders

  7. 7

    • About Case Intake

    • Case Intake Best Practices

    • Custom Patient Intake Forms or Packets

    • Resolving Intake Conflicts and Reported Errors
  8. 8

    • Collecting Payment Up Front

    • Collecting Payment Later

    • Saving Cards for Later

    • Refunds, Re-dos, and Receipts

    • Statements and Ledgers (like Superbills!)
  9. 9

    • On Deck Overview

  10. 10

    • Dashboard Overview

    • Upcoming Visits Dashboard Tool

    • Documents Dashboard Tool

    • POC Compliance Dashboard Tool

    • Medicare Threshold Dashboard Tool

    • Intake Conflicts Dashboard Tool

    • Case Overview Dashboard Tool

    • Eligibility Dashboard Tool

    • Doctor Visits Dashboard Tool

    • Birthdays Dashboard Tool
  11. 11

    • Address Book Overview

    • Managing Payer Rules
  12. 12

    • Reports Module Overview

    • Reports Filtering Options, Templates, Stats, and Tiles

    • Operations Stats, Tile, & Report

    • Track Collections Percentage with Check Ins Report Data

    • Unverified Benefits Report

    • Expired Plans of Care Report

    • Cancellations Report

    • Referrals by Month Report

    • The Patients Report Download Explained
  13. 13

    • Managing and Obtaining Signatures from Referring Doctors on Plans of Care (1)

    • Benefit Verification Processes

    • Lowering Cancel and No Show Rates

    • Authorization Management Plan
  14. 14

    • AI Features & Management Company Settings

    • AI Case Trends Summary (Beta)

    • AI Intake and Documentation Generation (Beta)

    • Expected Reimbursement Management

    • Save Card on File Without Transaction

    • Enhanced Progress Note Alert Management

    • Online Scheduling: Search for Facility by Zip Code (Prompt Plus)

    • Weave and Pre-Check In Visit Status Indicators
  15. 15

    • Conclusion

    • Final Step: Course Feedback & Reflections