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

- Patient Statements - Generating/Sending

- 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