Module Overview
On-boarding and System Management
Configuration for Billing under Management
Product catalog management
Inventory management
Patient Profile
Order Workflow
Scheduling and Mobile Delivery
Billing and Revenue Cycle Management
External Integrations
Reporting
On-Boarding and System Management
TEAM Setup
☐ Creating/editing a new team member (Adding a User)
☐ Setting up a team member schedule (Creating a Schedule)
☐ Assigning team member roles (User Roles & Permissions)
Patient Service Centers
☐ Adding a new patient service center location (Creating a Service Location)
☐ Creating a schedule for a new patient service center location (Creating a Schedule)
☐ Assigning a user to a patient service center location schedule
Organization
☐ Setting up your organization details (Management<Organization<Setup)
☐ Adding /Editing organization locations (Adding a organization location)
☐ Adding/Editing Facility Locations
☐ Adding/Editing Referring providers (Adding a new Referring Physician)
Settings
ORDERS (Order Tab Setup)
☐ Order Fax Confirmation
☐ Packing Slip Verbiage
☐ Delivery Ticket Verbiage
☐ Patient Statement Customization (Patient Statement Setup)
☐ Creating and managing TAGS (Tag Management)
☐ Creating Custom Fields
Configuration for Billing under Management
Payer Management
☐ Creating a New Payer (Adding a New Payer)
☐ Creating Plans for payers (Adding Payer Plans)
☐ Creating Payer Rules (Adding Payer Rules)
Rendering Providers
☐ Adding/Editing
Billing Providers
☐ Adding/Editing (Adding a Billing Provider)
Pricing
☐ Adding/Editing (Creating a Price Option)
☐ Creating purchase price options
☐ Creating rental price options (Rental Price Option)
☐ Creating retail price options
HCPCS/Adjustment Reasons
☐ Adding/Editing
Product catalog management / Inventory Management
☐ Add / Edit Manufacturers (Manage Manufacturers)
☐ Add / Edit Categories and Groups (Manage Categories and Groups)
☐ Add / Edit Inventory Locations (Manage Inventory Locations)
☐ Add / Edit Vendors (Vendor Management)
☐ Add / Edit Par Level Rules (Par Level Rules)
☐ Add / Edit Inventory Catalog (Inventory Catalog)
☐ Creating Bundles (Creating a bundle)
☐ Adding Product Barcodes (Product Barcodes)
☐ Add Items to Inventory (Receiving Inventory)
☐ Transfer inventoried items (Transferring Inventory)
☐ Service Maintenance
☐ Inventory Adjustments (Adjusting Inventory)
☐ Add / Edit Purchase Order (Purchase Orders)
Patient Profile
PATIENT TAB
☐ Creating a new patient from fax inbox and patient cue (Create a New Patient) (Deleting a patient)
☐ Adding/editing patient status/tags/demographics
☐ Adding DX codes to medical records tab
☐ Adding/Editing insurance information (Adding a new insurance) (Editing an existing insurance) (Deleting an insurance)
☐ Adding/Editing authorizations (Adding a new Authorization)
☐ Uploading/editing documents- from patient's profile AND fax inbox (Adding a document)
☐ Forms- uploading/editing company use forms
☐ Prescriptions
☐ Adding/Editing prescriptions (logging and RX during Order Entry) (Adding a New RX)
☐ Rental- how to edit/stop/start a rental that is started from the billing cue (Editing/Stopping a rental)
☐ Items- understanding the different tabs
☐ Current items
☐ Inventoried Items
☐ Non-Inventoried items
☐ Drop ship items
☐ Orders (order entry to follow in next training)
☐ Order tab on patient profile will show pending and completed orders associated with the patient
☐ Notes- How to add/delete patient notes (Add a patient note) (Delete a patient note)
☐ Financial- Snap shot of patient financials (charges/payments/balance)
☐ Resupply (Resupply Program)
☐ How to manually add a new re-supply program (Add a Re-supply program)
☐ How to edit a re-supply program (Editing a Re-supply program)
☐ How to put a re-supply program on hold
☐ How to push out next scheduled dates
☐ Reviewing pending orders
☐ Tasks- how to create a task from the patient profile (Creating a task)
☐ Blue Plus Sign Options- Reviewing/understand all options available under Blue Plus Sign from patient profile
☐ Create a new patient
☐ Create a new order for current patients file you are on
☐ Create a Point of Sale Order (to be reviewed during order workflow)
☐ Enter a new insurance
☐ Enter an authorization
☐ Create a manual invoice
☐ Create a new appointment
☐ Upload a new document
☐ Log a CMN
☐ Create a patient itemized statement
☐ Enter a new note
☐ Collect a patient payment
☐ Create a new task
☐ Register/Connect Device (if integrated with Airview/Care Orchestrator)
☐ Enter a prescription
☐ Un-enroll from MedSage (if integrated)
☐ Delete a patient (if permissions allowed)
Order Workflow/Scheduling & Mobile Delivery
ORDER TAB
☐ Order Entry- Creating a New Order (How to create a new order)
☐ Order Status- Understand the order status (Order Status) (Update Order Status)
☐ Completing an Order (Order Completion)
☐ Completing an Order Via Quick Ship (Quick Shipping)
☐ Quick Ship- Inventory (Inventory Quick Ship)
☐ Quick Ship- Non-Inventory (Non-Inventory Quick Ship)
☐ Quick Ship- Drop Ship (Drop Ship Quick Ship)
☐ Point of Sale Orders (Point of Sale)
☐ Using the Calendar (Calendar)
☐ Scheduling an Appointment (Appointments)
☐ Types of Appointments (Appointment Types)
☐ Pick Up Appointment (Pick Up Appointment)
☐ Completing an Appointment (Appointment Completion)
☐ Completing an Appointment/Order Via the APP (App IPAD) (APP Phone)
☐ Completing a Pick Up Appointment Via the APP (PU Appointment Via App)
☐ Understand the Order Tabs within the Order
☐ Details- Show the details of the order
☐ Items- Shows the items to be given out on the order and their item status
☐ Documents- Shows documents associated with the order
☐ Notes- Shows notes entered and associated with the order
☐ Financial- Shows the invoice details associated with the order when it is completed
☐ Cost Sharing- Shows the potential cost to the patient based on the items selected and the patients insurance benefits
☐ Tasks- Shows tasks created and tagged to the Order ID
Billing and Revenue Cycle Management
BILLING TAB
☐ Invoice Status Description (Invoice Status)
☐ Billing TABS and functionality (Billing TABs)
☐ Invoice
☐ Payments
☐ Denials
☐ EOB/ERA
☐ Prescriptions
☐ Authorizations
☐ CMNs
☐ Options Under Invoices Tab (Blue Plus Sign)
☐ New Invoice (Manually Create a New Invoice)
☐ Add Payment (Manually Add a Payment)
☐ Statements (Print a patient statement)
☐ Import ERA
☐ Write Off & Close (Write Off & Close)
☐ Additional Options Under Invoices Tab (Blue Plus Sign WHEN invoice is checked)
☐ Submit - Submit your invoice or multiple invoices by selecting more checkboxes
☐ Print- Print a claim
☐ Generate Superbill- Select the invoices for the Super Bill (ie. Facility Billing) and choose from the blue plus sign
☐ CMS 1500- Print a CMS 1500 form. Two options, Pre printed if you are printing onto a RED form that is loaded into a printer OR Blank if you are going to print out the RED form.
☐ Options when you select an invoice (Blue Plus Sign)
☐ Submit- Choose when ready to submit your claim. Claims will go immediately to the clearinghouse, they do not batch out.
☐ Add Payment- Choose to add a manual payment to the claim (from patient OR payer)
☐ Write Off- Choose when you need to write off the entire remaining balance of a claim.
☐ Collect Payment- This will bring you to the patient screen to collect a payment (via check/cash/credit card)
☐ Create Task (Create a task)
☐ Modify- How to Modify an Invoice (Modifying an Invoice)
☐ Print- Print a claim
☐ CMS 1500- Print a CMS 1500 form. Two options, Pre printed if you are printing onto a RED form that is loaded into a printer OR Blank if you are going to print out the RED form.
☐ Delete- Delete a claim. You can only delete a claim if it has not been submitted and a rental has not been started on the invoice.
☐ Daily Billing TO DO List (Billing Checklist)
☐ Invoice Tabs (once you select one from the billing invoice cue)
☐ Details- This tab shows the details of the invoice
☐ EOB/ERA- this tab will store the ERA's that come back electronically into the system
☐ Insurance- This tab will show the insurance associated with the invoice. This is also where you will update/edit a patient's insurance if needed (Update a patient's insurance)
☐ Audit- This tab shows the audit history of the invoice (creation/edits/submission/rejections)
☐ Notes - Notes entered here will stay with the invoice only
☐ Related Invoices- This tab will show any same and similar invoices associated with the invoice (ie. recurring rentals)
☐ Tasks- This tab will show any tasks associated with the Invoice ID
☐ Claims
☐ Submitting a Claim- Modify the claim and once ready go to the Blue Plus Sign and hit Submit. The Claim will submit automatically to the clearinghouse.
☐ Payments