Course curriculum

  1. 1

    • Introduction to Prompt Billing Beginner Course

    • Advanced Training Links to Bookmark
  2. 2

    • Short Overview of all the Modules
  3. 3

    • Company Introduction

    • User-Provider Setup

    • Facility Details, Charge Masters, and Inventory

    • Company Module Billing Settings

    • Company Review-Summary
  4. 4

    • Introduction to the Address Book

    • First Steps as a Biller on Prompt - Setting Payer Type and Setting 8 Minute Rules

    • Payer Type Rules

    • Managing Payer Type Rules

    • Managing the Payer Specific Rule

    • Setting Custom Rules on a Payer - Overriding the Payer Type

    • Reverting a Payer Back to Follow the Payer Type Rules

    • Apply Custom Payer Rules to Multiple Payers

    • Turn Off Auto Posting for Specific Payers

    • Timely Filing Limits Tracking

    • Payer Rule for Expected Turn Around Time

    • Auto Posting Write Off PR Codes

    • Address Book Payer Settings History

    • Payer Search by ID

    • Archive Address Book Entries

    • Address Book Summary
  5. 5

    • Integrations and Partnerships to Consider
  6. 6

    • Navigating the Patient Chart

    • Creating a Patient and Patient Preference

    • Creating Patient Insurances

    • Default Policy Notes

    • Insurance Updates & Deductible Tracking

    • Clarity on the Payer List

    • Creating a Case and Adding Primary and Secondary Insurance

    • Editing an Insurance and Adding it to a Case

    • Adding Financial Hardship Agreements

    • Patient Alert Feature

    • Patient Visits Tab

    • Viewing Patient Files and Faxes

    • Patient Billing Tab

    • Billing Tagging Functionality
  7. 7

    • Overview of Checking in a Patient and Place of Service

    • Creating a Visit Place of Service

    • Checking in a Patient

    • Card Declines
  8. 8

    • Provider Checkout Process

    • Incomplete Bucket - Sending Claims Back to a Therapist

    • Provider Checkout Summary
  9. 9

    • High Level Stage - Bucket Overview

    • High Level Filtering Overview

    • Claim Modal Overview

    • The Billing Module Review
  10. 10

    • Sending Claims to the Incomplete Bucket

    • Hold Bucket Overview

    • Case Notes vs Visit Notes

    • Working Rejections and Exceptions

    • Claim Submission
  11. 11

    • Open Stage Introduction

    • Managing Claims from your Prior EMR

    • Individual Claim Electronic Posting

    • Bulk Claim Posting and Suggestions

    • Clean Automatic Claim Posting

    • Tips to Keep in Mind

    • Partial Adjustments

    • Undo All Posting Actions

    • Bulk Actions Functionality
  12. 12

    • Introduction: How to Limit the Number of Paper EOBs you will Receive

    • Manually Posting a Primary EOB with a Single Claim

    • Manually Posting a Secondary EOB

    • Bulk Posting a Multi-Claim Paper EOB

    • Bulk Posting and Splitting Payment for a Legal Settlement, Full Denial, or Self Pay Visit Write Off

    • The ERA Uploader Tool
  13. 13

    • Patient Balance and Closed Stage Intro

    • Patient Balance Stage

    • Closed Stage
  14. 14

    • Recommended Self Pay Workflow

    • Self Pay Packages Workflow Option

    • Other Self Pay Payer Workflow Options
  15. 15

    • Adding Authorizations and or Scripts to a Case

    • Eligibility Tracking

    • Authorization Required

    • Automatic Authorization Related Claim Tags

    • Turn Off Eligibility Tracking

  16. 16

    • Overview of Sending Patient Statements and Online Bill Pay

    • Customize Email Statements

    • QR Code on Patient Statements

    • Generating Statement Batches for Etactics

    • Text Patient Statements

    • Auto-Close Visits Paid in Full from the Online Portal

    • Online Payment Portal Update

    • Patient Online Bill Pay Overview
  17. 17

    • Timely Filing Report

    • Comments Report
  18. 18

    • Recent Release Billing Updates

    • Bulk Auto Posting From Open Bucket

    • DME Billing Support

    • RTM Charges Report

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

    • Company Module Users Tab Updates

    • Task Visibility Enhancements (Prompt Plus)

    • Address Book Payer Level Posting Rules

    • Benefits Verification Dashboard Tool

    • Tag Management Billing Setting

    • New Billing Filter Options

    • Expected Collections Report

    • Payment Reconciliation Dashboard Tool

    • Bulk Credit Application

    • Claim Submission Log

    • Expected Reimbursement Management

    • Save Card on File Without Transaction

    • Billing Posting Actions in Visit History

    • Automated “Demo Updated” Billing Tag

    • Remit Allocation Report

    • Closed Periods

  19. 19

    • Important Links

    • Final Step: Course Feedback & Reflections