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! Get on the wait list!