Accelerate Success
Dissolve Stress
Practical Wellness Solutions
Marie Matteson
Published Author
Office Ally Medical Software
Marie has been a user of Office Ally software as a practitioner, and medical billing specialist since 1999. She offers consults, problem solving, training and practice management. She may be able to help you solve your medical billing, coding errors or Electronic Health Record Issues. Click 60 Min Zoom appointment, sign HIPPA agreement and we will get you on your way to practice management.
i.e. medicare claims not going through
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November 11, 2024•4 min read
How to become a Medical Receptionist & Biller
Training Program for Medical Receptionists & Billers
This training program includes modules for patient and insurance payment posting, providing a comprehensive guide to using an Office system for scheduling, billing, claims management, and financial reconciliation.
Course Outline
Module 1: Introduction to Office
Objective: Familiarize participants with the Office platform and its primary functions. Set up an account.
Topics: Dashboard navigation, user roles, and permissions.
Activities: Video walk through, navigation worksheet.
Module 2: Creating a New Patient, Scheduling, and Registration
Objective: Learn how to create patient profiles, schedule appointments, and gather essential registration details.
Topics: Adding patient demographics.Scheduling and rescheduling appointments.
Insurance card "Easter eggs" and verification tools.
Activities: Mock patient profile creation, scheduling practice, analyzing sample insurance cards.
Module 3: Checking In a Client, Recording Copays, and Creating Visits
Objective: Manage patient check-ins, record co payments, and create visit records.
Topics: Using the scheduler to check in patients. Recording co payments (Visit Tab, Payments Tab, Stripe integration). CPT and ICD-10 code requirements for payment posting. Creating and linking visit records to appointments. Activities: Check-in exercises, payment recording, and visit creation practice.
Module 4: Posting Payments from Patients and Insurance
Objective: Learn how to post and reconcile payments received from patients and insurance companies. Topics: Patient payments: Posting via Visit Tab or Payments Tab.
Insurance payments: Allocating payments using EOBs, recording adjustments, and write-offs.
Activities:Post sample patient payments for outstanding balances.
Use mock EOBs to post and reconcile insurance payments.
Module 5: Claims Management
Objective: Understand the claims submission and management process in Office.
Topics: Creating and submitting claims.Reviewing and correcting claim errors.
Tracking claim statuses and resolving rejections.
Activities: Claim creation exercises, and rejection troubleshooting.
Module 6: Reporting & Analytics
Objective: Generate and analyze reports for financial and operational insights.
Topics: Monthly/weekly billing reports. Identifying trends in claim denials.
Reconciliation and balancing accounts.
Activities: Mock report generation and analysis of sample data.
Module 7: Final Project & Certification
Objective: Assess participants’ skills through real-world scenarios and provide certification of completion.
Final Project: Simulate a complete workflow: patient registration, scheduling, claims submission, and payment posting.
Certification: Awarded upon successful completion of all modules and the final project.
Delivery Method
Platform: Online learning portal (within my website)
Video lessons.Worksheets and cheat sheets. Practice exercises
Support: Weekly live Q&A sessions and discussion forums.
Timeline
Week 1: Modules 1 & 2
Week 2: Modules 3 & 4
Week 3: Modules 5 & 6
Week 4: 7 Final Project & Certification
All of this training?!! YES!
TESTIMONIALS
Our Client Reviews
"Took her Office Ally training she is wonderful and very good at explaining thank you so much!
Great software makes billing easy. If you are completely new to this like I was look up "Marie Matteson" she has some good training videos for beginners and does 1 on 1 sessions to get you up and running in no time!"
J. Ochoa, Chicago
"I consulted Marie before I had to qualify. She helped me with the stresses associated with the physical maneuvers required to do my job. Without passing the quarterly qualification, I would have lost my job."
Bill, Police Officer
"I consulted Marie when I had a rash from stress. Not shingles, thankfully. I was a stressed out nurse, in the middle of a pandemic, working in pediatric ICU. Marie listened intently. She gave me peace. She taught me to use her 1 minute technique so I could work my shift and leave the stress behind me. I still use it EVERYDAY! I am forever grateful."
Alyson, RN
Working together for your better life!
Start with a mini course join the 4 week
"Joining the 4-week program with Marie for a better life offers numerous benefits, including personalized guidance towards achieving greater work-life balance, enhancing self-awareness, and building resilience. Participants can expect to learn practical stress management techniques, set and pursue meaningful personal and professional goals, and develop strategies for living a more balanced and fulfilling life. This program is designed to empower individuals to make positive changes, improve their mental and emotional well-being, and lead a life aligned with their values and aspirations. Truly, a life worth living is a life worth working for."
What I live for
Working with Clients
Marie's passion lies in helping individuals manage and overcome stress and anxiety effectively. She is focused on providing quick, practical solutions for stress release and building resilience, aiming to enhance personal and professional well-being. Her approach is holistic, emphasizing not just immediate relief from stress but also long-term strategies for achieving success and maintaining mental health.
Her dedication is reflected in her goal of creating programs, workshops, and memberships that offer transformative experiences for individuals looking to improve their lives through better stress management and resilience skills.
Marie conducted a double blind study in 2010. She was able to prove that One minute stress release lowers pulse and blood pressure. She wrote a book about it.
Published Books
Marie has penned three transformative books, including "One Minute Stress Release." Experience Instant Stress Relief with Scientifically Proven Techniques. Tailored for High-Stress Professions, this method is backed by years of collaboration with top experts. Instant Relief, Long-term Benefits: Activate neural pathways for lasting health benefits. Conquer Fears and unlock resilience with Marie's simple yet effective approach.
"The Magic of Visualization: A Weekly Manifestation Coloring Book."
Embark on a transformative journey with 52 pages of sacred symbols and mesmerizing designs, each accompanied by thought-provoking prompts to ignite your manifestation journey. Journal your reflections and track your progress as you relax and unleash your creativity. Perfect for both adults and adolescent children seeking an outlet for creativity and self-discovery.
Everyone Can: Be Happy ~ A child's
Everyone Can
Calling All parents!
Meet your secret weapon in the battle against emotional storms. Everyone Can learn this quick technique. Written for a child to follow a simple yet effective way to regulate their emotions helps when a parent is at their wit's end! Backed by a double-blind study the Author conducted. Pulse rates drop and you can have peace and a little harmony. Help your kiddo self soothe with this simple, yet measurable technique.
Client Success
1. Stress Reduction: Clients learn quick and effective techniques to manage and reduce stress in both personal and professional settings, leading to immediate relief in stressful situations.
2. Increased Resilience: The program focuses on building resilience, enabling clients to better handle future stressors, bounce back from challenges, and adapt to change more effectively.
3. Improved Mental Health: By managing stress and building resilience, clients can experience significant improvements in their overall mental health, including reduced anxiety and depression symptoms.
4. Enhanced Productivity and Focus: With reduced stress levels, clients are better able to concentrate and perform tasks, leading to improved productivity at work and in personal projects.
5. Better Work-Life Balance: Clients gain strategies to manage work-related stress, helping them achieve a healthier balance between their professional and personal lives.
6. Improved Physical Health: Stress management can lead to better physical health outcomes, such as lower blood pressure, reduced risk of chronic diseases, and improved sleep quality.
7. Stronger Relationships: Learning to manage stress effectively can improve clients' relationships, both professionally and personally, by reducing stress-induced irritability and improving communication skills.
8. Personal Growth and Self-Discovery: The program encourages self-reflection and personal growth, helping clients discover new ways to approach challenges and achieve their goals.
These outcomes not only benefit the individual clients but can also have a positive impact on their workplaces, families, and communities by fostering environments of well-being and productivity.
Physical Health Assessment
Basic kinesiology muscle testing for everyday life, family health. Test Foods, supplements and other substances. Use testing methods to determine physical, nutritional, emotional, or body electric meridian causes, and determine corrections. Biofeedback Quantum. Appointments are DUO with Dr. Mystique Grobe, ND
Coaching and Teaching
Learn techniques from Marie's Stress Release book in short Mini courses, webinars or the 4 week intensive coaching program.
Application of the information into actionable steps is Marie's teaching method. Learn more here
4 Week "Stress-Resilience Action Skills Fusion" Course
Combining one-minute stress release techniques with
Emotional Regulation skills create an integrated approach to managing stress and addressing maladaptive behaviors.
This synergistic methods highlight the fusion of quick stress-relief practices with the comprehensive skills taught for effective behavior modification and emotional regulation.
Office: 414 Girard Street, Bellingham, WA 98225
Call
1 360-300-5588
Email: Contact us
Site: www.MarieMatteson.com