Course curriculum

  1. 1

    • Introduction

  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

    • Digital Check In (Prompt Kiosk)
  4. 4

    • 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
  5. 5

    • Details Tab

    • Cases Tab

    • The HEP Tab

    • Files Tab (and Faxing!)

    • Eligibility Tracking (Eligibility Thumb)

    • Case Comments (and Quick Discharge Notes)

    • Visits Tab
  6. 6

    • Case Intake Best Practices

    • Resolving Intake Conflicts and Reported Errors
  7. 7

    • 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

    • Benefits Verification Dashboard Tool

    • Payment Reconciliation Dashboard Tool
  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

    • 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

    • The Referrals by Month Report

    • The Patients Report Download Explained

    • How to Find Missed Notes

    • Timely Filing Limits Tracking

  10. 10

    • Introduction to the Address Book

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

    • Default Payer Type Rules

    • Payer Specific Rules

    • Overriding the Payer Type Rule (by Setting Custom Rules on a Payer)

    • Apply Custom Payer Rules to Multiple Payers

    • Payer Rule: to Turn Off Auto Posting for Specific Payers

    • Payer Rule: Turning Off Eligibility Tracking for Specific Cases

    • Payer Rule: for Expected Turn Around Time

    • Posting Rules

    • Payer Settings History

    • Reverting a Payer Back to Follow the Default Payer Type Rules

    • Archive Address Book Entries
  11. 11

    • Managing and Obtaining Signature from Referring Doctors on Plans of Care

    • Benefit Verification Processes

    • Lowering Cancel and No Show Rates

    • Authorization Management Plan

    • Conclusion

    • Final Step: Course Feedback & Reflections