Category Level 1 - Beginner

  • DASHBOARD (L1)

    5 Lessons in

    The following lessons are offered in this course:

    • • How to Reset Your Password
    • • My Follow-Ups
    • • My Appointments
    • • Missing Charges, Notes and Flowsheets
    • • Suggested and Favorite Reports

  • CLINIC SETUP & CONFIGURATION

    9 Lessons in

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  • COBILITY - REFERRAL MANAGEMENT MODULE

    6 Lessons in

    In this course you will complete the following lessons:

    • Referring Practices
    • Referral Sources
    • Field Rep Activities
    • Referred Patients
    • Referral Activities
    • Insurance Verification

  • SCHEDULER (L1)

    10 Lessons in

    In this course, you’ll complete the following lessons:

    • • Navigating the Scheduler
    • • Viewing the Scheduler
    • • Scheduling an Appointment
    • • Scheduling a New Patient
    • • Working with an Appointment
    • • Finding Patient Information
    • • Patient Reports
    • • Collecting a Copay
    • • Using Blocks and Timesheets
    • • Patient Records (Left to Right!)
    • • Viewing Additional Patient Info

  • PATIENT REGISTRATION & RECORDS (L1)

    15 Lessons in

    In this course, you’ll complete the following lessons:

    • • Accessing the Patient Record
    • • Demographic Information
    • • View Patient (Advance) Payments
    • • Uploading and Viewing Electronic Files
    • • Entering an Insurance
    • • Case Information
    • • Setting Insurance Coverage
    • • Adding Authorizations
    • • Case Diagnosis Codes
    • • Case “Memo” Notes
    • • Case Follow-Ups
    • • View Charges
    • • View Appointments
    • • View Payments
    • • View Claims

  • EMR / DOCUMENTATION (ver.2): (L1)

    10 Lessons in

    This course is for our revised Version 2 (new) Documentation and Flowsheet system. If your clinic began using Practice Pro on or after April, 2016, you are likely using Version 2. Please confirm which version your clinic is using before beginning this course.

     

    In this course you will complete the following lessons:

    • • Accessing Clinical Notes
    • • Navigating the EMR
    • • Finding Patient Information in the EMR
    • • Entering Diagnosis Codes
    • • Creating a Clinical Note
    • • Entering Patient Goals
    • • Medicare Compliance and Reporting
    • • Creating and Using the Flowsheet
    • • Finalizing a Note
    • • Creating a Clinical Note 2
    • • Additional Flowsheet Features

     

  • BILLING (L1)

    13 Lessons in

    The following lessons are offered in this course:

    • • Reports to Review Posting Process
    • • Auto Posting Through Electronic Remittance (ERA)
    • • Processing Refunds
    • • Following Up on Claims
    • • Reports to Review Collections Process
    • • Manual Posting and Allocating (EOB)
    • • Sending and Printing Claims
    • • Adding, Editing and Deleting Charges
    • • Reviewing Charges
    • • Creating Professional Claims and Patient Invoices
    • • Finding and Reviewing Claims
    • • Viewing Charges