Billing Training

We've recorded the entire billing training for you so that you can watch at your leisure. 😉. Watch in full (2 hours YIKES). Or, watch each segment separately.


Here are the top articles we recommend for billing training.  Please take the time to learn and master each of these.  


Import Balances from Previous EHR

Instant Eligibility Verification

Understanding PMR (copay/coinsurance/deductible)

Understanding Entering PMR

Fee Slip (creates your claim)

Patient Memberships

Claim Colors

Pending Claims & Claim Scrubber

Submitting Claims (Pending Claims)

Resubmitting a Claim

Move Claim Back to Pending Claims Folder

Secondary Claims

Deleting a Claim

Void a Claim

Denied Claims - Denial Queue

Rejected Claims - Rejection Folder

Resubmit & Corrected Claims

Fee Schedules - For Cash Patients

Fee Schedules & Service Fees

ERA Center

Post Paper Remittance - Quick Post

Virtual Payments

Generate Superbill

Sending Patient Statements

Set Default Patient Statement Type

Patient Tags

Using Households

Common Denial Codes

Entering a Write-off

Treatment Plans


Full Billing Training Video

Full Billing Training


Facility Setup

Watch Video


User Overrides for Claims

Watch Video


Third Party Payers

Watch Video


Favorites & Custom Services

Watch Video


Service Favorite List

Watch Video


Diagnosis Favorite List

Watch Video


Fee Schedules

Watch Video


Billing Dashboard & Patient Insurance

Watch Video


Creating a Claim - Fee Slip

Watch Video


Patient Member Responsibility (PMR)

Watch Video


Pending Claims

Watch Video


Billing Dashboard

Watch Video


Claim History

Watch Video


Payment History

Watch Video


Patient Documents

Watch Video


Patient Statements

Watch Video


Quick Post

Watch Video


Attorneys

Watch Video


Reports

  • Compliance
  • Activity
  • Aging
  • ERA
  • User Earnings

Watch Video


Service Center

Watch Video

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