Course curriculum

  • 1
    Let's Get Started!
    • Introduction to Course
  • 2
    Setup & Settings
    • Creating a New Practice
    • Practice Settings Functions
    • How to invite a user
    • Add a Site/Location
    • Email Reminders
    • Setting up an Intake Form Package
    • Providers Availability from the Calendar
    • Into Users Settings
    • Setting up Service Rates
    • Caseload Security
    • Caseload Security Quiz
    • Remove Role Permissions
    • Setting Up eRx users
    • End of Chapter Quiz
  • 3
    Chart Creation & Appointment Booking
    • Let's add a New Patient
    • Registering a patient and Sending portal invite + Intake package in one step
    • Patient Portal Full Function
    • Schedule a Patient for an Appointment
    • Self Serve Scheduling
    • How a provider is notified of these self serve booking use cases
    • End of Chapter Quiz
  • 4
    Notes/Chartface
    • Creat a Note from Multiple Locations
    • Complete Evaluation
    • Progress Notes
    • A look on the other Notes
    • Treatment Plan
    • Link a Treatment Plan to a Progress Note
    • Group Therapy
    • Clinical Summary
    • Sharing Documents, Notes and Treatment Plans to the Client Portal
    • Prescribe a Medication & Send to Pharmacy
    • How to Prescribe Controlled Substances
    • Adding Medication to the Current List
    • End of Chapter Quiz
  • 5
    Billing
    • Let's Document the Patient's Insurance Information
    • Complete an eligibility check
    • Confirm Billing rates are Configured
    • Submit a claim to the Clearinghouse
    • Rebill the Claim
    • Collect Co-pay via Nexio on the Calendar
    • Create an Invoice/Superbill
    • Collect co-pay through request payment link (via patient's email)
    • Collect payment through Patient Portal
    • Post a payment from clearinghouse as an ERA - Part 1
    • Post a Payment from a Clearinghouse as an ERA - Part 2
    • Post a Payment from a Clearing as an ERA- Part 3
    • Post a Payment from a Clearinghouse as an ERA- Part 4
    • Post a Payment from a Clearinghouse as an ERA - Part 5
    • Post a Payment from a Clearinghouse as an ERA - Part 6
    • Manual Post Payments- Part 1
    • Manual Post Payments- Part 2
    • Manual Post Payments - Part 3
    • Manual Post Payments -Part 4
    • Post payment from the Account Ledger in Patient's chart for a Single Encounter (self pay and insurance)
    • Process a Refund
    • Let's See the payments and Outstanding Balances on the Billing reports
    • End of Chapter Exam- Part A
    • End of Chapter Exam- Part B
  • 6
    End of Course
    • Conclusion
    • End of Course Survey