Course curriculum

  1. 1

    • Advanced Training Links to Bookmark

    • Introduction to Prompt Billing Beginners Training Course

    • The Browser and Bookmarking Relevant Links

    • Contacting Support and your Billing Success Manager

    • Training Progress and Prompt Success Meetings

    • Introduction Review
  2. 2

    • Short Overview of all the Modules
  3. 3

    • Company Introduction

    • User-Provider Setup

    • Facility Details, Charge Masters, and Inventory

    • 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

    • The Types of 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

    • 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

    • Clarity on the Payer List

    • Creating a Case and Adding Primary and Secondary Insurance

    • Editing an Insurance and Adding it to a Case

    • Adding Authorizations and or scripts to a case

    • Patient Visits Tab

    • Viewing Patient Files

    • Viewing Patient Faxes

    • Patient Billing Tab

    • Patient Chart Review
  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 Modal Review
  10. 10

    • Sending Claims to the Incomplete Bucket

    • Holding Claims for Submission

    • Case Notes vs Visit Notes

    • Working Rejections

    • Claim Submission

    • In Review Stage Review
  11. 11

    • Open Stage Introduction

    • Managing Claims from your Prior EMR

    • Posting Claims-ERAs

    • Individual Claim Electronic Posting

    • Bulk Claim Posting and Suggestions

    • Clean Automatic Claim Posting

    • Tips to Keep in Mind

    • Partial Adjustments
  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

    • How to Handle Self Pay/Cash Pay Claims (Recommended Process)
  13. 13

    • Patient Balance and Closed Stage Intro

    • Patient Balance Stage

    • Closed Stage
  14. 14

    • Eligibility Tracking
  15. 15

    • Recent Release Billing Updates

    • Added Filtering Options

    • Posting Reversals, Takebacks and Insurance Refunds

    • Updates to the Adjustments Report Download

    • Insurance Modified Details

    • Automatically Remove/Add Tags Based on Certain Events

    • Only Show Secondary Claims

    • Claim Modal Detail Updates

    • Require at Least One Note per Visit

    • Plan of Care Payer Rules and Alerts

    • Exclude Codes From Max Units per Visit Rule

    • Adjustments Reports Updates

    • AR Report Option Updates

    • Filter for a Specific Check Number or Amount

    • Create a Patient

    • Add Insurance to Patient's Details

    • Create a Case

    • Add Insurance to a Case

    • Add Referring Providers

    • Add Scripts and Auths

    • Add Other Contacts

    • Add Doctor's Visits

    • Add Financial Hardship Agreements

    • Use Internal Reference Notes on Inventory Items

    • Customize Email Statements

    • View Upcoming Birthdays

    • Bulk Save EOBs

    • ERA Modal "Sort By" Option

    • Access Billing Module from Patient Billing Tab

    • Set User Profile Preferences and Sign Out

    • Payer Search by ID

    • User Alert When Deleting Remittances ("Would you like to move the closed claims back to open?")

    • Post Same Paid Amount to Each Claim When Bulk Posting a Manual Remittance

    • Turn Off Auto Posting for Specific Payers

    • Authorization Required

    • Biller Productivity Report

    • Auto Poster Per Diem/Set Pay Posting

    • QR Code on Patient Statements

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

    • Manage Statement Batches and Exclude Statement Methods

    • Claim Notes

    • Claim Delay Reason

    • Advanced Claim UB04 Submission Options

    • OccuPro Integration Enhancements

    • Generating Statement Batches for Etactics

    • Auto Write Off and Close Secondary Remits (For Medicaid Out of Network Payers)

    • Timely Filing Limits Tracking

    • Custom Payer Reporting Types

    • Bulk Flagging and Tagging

    • Bulk Add Remittance for Claims in Settled

    • Bulk Modify Copay/Visit Charges

    • Bulk Auto Posting From Open Bucket

    • Review Bucket Updates

    • Manage Patient Statement Preferences From Patient Balance Bucket

    • Patient Statement Messaging Enhancements

    • Internal Reference Number on Remittances

    • User Preference for Automatic Smart Suggestions

    • Main Navigation Bar Expand or Collapse

    • Adjustment Based AR Report

    • Failed Edits and Rejections Report

    • DME Billing Support

    • Apply Custom Payer Rules to Multiple Payers

    • RTM Charges Report

    • Store Referring Provider Taxonomy Code and License Numbers With Option to Include on Claims

    • Filter by Failed Edit Reason

    • Updated Claim Modal

    • Updated Open Bucket

    • Updated Patient Balance Bucket

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

    • Payer Rule for Expected Turn Around Time

    • Modifier Attestation Rule

    • Alert When Moving Claims to Closed If They Have Outstanding Patient Responsibility

    • CMS Overbilling and Underbilling Validation EDI Settings

    • Online Payment Portal Update

    • Text Patient Statements

    • Patient Treatment Alert

    • Provider Type Filter

    • Deceased Patient Flag

    • Updates to the Adjustment Based AR Report

    • Patient Ledger Excel File Download

    • Undo All Posting Actions

    • Archive Address Book Entries

    • Task Management System Updates (Prompt Plus)

    • Prompt Kiosk (Beta)

    • Insurance Updates & Deductible Tracking

    • Billing 2.0 ERA Modal Updates

    • Send Receipts From the Patient Balance Bucket

    • Generated File History Log

    • Notifications for Past Due Tasks (Prompt Plus)

    • Auto Posting Write Off PR Codes

    • Track and Customize Write Off PR Reason Codes

    • Superbill Ledger

    • Address Book Payer Settings History

    • On Deck Updates

    • Billing 2.0 Filter Updates

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

    • Turn Off Eligibility Tracking

    • User Notification Updates

    • User Change Log

    • Kiosk Updates

    • User Preferences - Notifications Tab
  16. 16

    • Important Links