Versions Compared

Old Version 15

changes.mady.by.user Danielle Lau

Saved on

compared with

New Version 16

changes.mady.by.user Kaitlyn England

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Training

Who is This Training For?

Resources

Action Items

Company Setup Call

Account Administrators

(If your organization has a billing specialist, they should attend this training call and complete Action Items items)

Understanding Service Lines and Services:

Understanding Service Lines and Services

Credentials and Credential Types:

Credentials and Credential Types

Setting up Your Funders and Billing Codes:

Setting Up Your Funders and Billing Codes

Referring Providers:

Managing Referring Providers in your Company Account

Pay Codes:

Pay Codes

Cancellation Types, Billable Tags, and Nonbillable Tags:

Cancellation Types, Billable/Nonbillable Tags, and Place of Services

“Completed” Billable Requirements, Hours Shown on Calendar, & Overtime Rules:

"Completed" Billable Requirements, Hours Shown on Calendar & Overtime Rules

Staff Member Settings:

Staff Member Settings

Client Settings:

Client Settings within the Company Account

Creating Client Report Templates:

PRACTICE MANAGEMENT ONLY Creating Client Report Templates

  • Set-up Service Lines and Services

  • Add License/Credentials

  • Add Funders with Codes and Rates

  • Add Company Pay Codes

  • Add Non-Billable Tags

  • Assign Session Note templates to their Funder(s) OR build own Session Note templates

OPTIONAL

  • Create Additional Client Note Types

  • Create Additional Staff Note Types

  • Add Referring Providers

  • Add Cancellation Sub-Types

  • Add Billable Tags

  • Set Overtime RulesAssign Session Note templates to their Funder(s) OR build own Session Note templates

STAFF AND CLIENT SETUP

Training

Who is This Training For?

Resources

Action Items

Staff and Client Setup Call

Account Administrators

Client Profile Set Up:

Client Profile Set Up

Staff Profile Set Up:

Staff Profile Set Up

Scheduling Tutorials:

Scheduling Resources

Practice Management Reports:

Reporting Dashboard: Practice Management Reports

Practice Management/Scheduling FAQs:

Practice Management/Scheduling FAQs

Action Items for Staff Profiles:

  • Ensure General Info is filled out

    • Add Medicaid ID number for staff if applicable

    • Add NPI # to anyone that will need to be listed as a rendering provider on authorizations

  • Add Pay Codes to staff      

  • Enter Staff Certifications

OPTIONAL

  • Add Staff Notes

  • Add Attributes

  • Add Client Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Signature

  • Add Folders/Upload Files into Staff Filing Cabinet

Action Items for Client Profiles:

  • Add Funders to Clients

  • Add Diagnoses to Clients

  • Enter Client Authorizations

OPTIONAL

  • Add Client Notes

  • Add Contacts

  • Add Referring Providers

  • Add Staff Assignments

    • Staff must be assigned to client in order to open an appointment on the scheduler

  • Add Availability

  • Add Folders/Upload Files into Client Filing Cabinet

Action Items for Scheduling and Reporting:

  • Watch/Read through resources

...