Procentive RCM Edition Onboarding Sessions
Onboarding the ProCare Way
To ensure a successful implementation, we’ll guide you through each of these sessions, from setting up your EHR to inputting real client data!
Session 1
Training Kick Off
The Kick Off is an introduction to Procentive on how navigate through your EHR. You will be confirming information you gave us to ensure all your billing information is accurate. You’ll also be given access to Procentive during this session and assigned action items to get started.
Session 1 Topics
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Log In
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Access Training Materials
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Communicate with Procentive
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General Set Up
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Staff Module
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Begin Clinical Documents Process
Session 2
Client Intake
The bulk of data to input into Procentive are your client files. We will discuss the process of entering and scheduling clients. We will begin the discussion on documenting the services you provided to those clients.
Session 2 Topics
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Clients Module
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Staff and Client Groups
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Resource Module
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Contacts Module
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Diagnosis Module
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Appointments – Day in the Life of a Clinician
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Time
Session 3
Document Services
We will review how your interactions with clients are recorded and tracked. Along with additional modules to assist you in providing services to your clients.
Session 3 Topics
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Clinical Process Review
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Faxes Module
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Messaging Module
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Documents Module
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Kiosking Options
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Client Portal
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Dashboards
Session 4
Workflow, Payments and Reporting
We will review all the different information you can pull with several different reports. Set up your databases to give you notifications on upcoming dates for important documents. You will be introduced to the modules that will show you all your billing and payment information.
Session 4 Topics
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Workflow
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Payment Training
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Payments Module
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ERA Module
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Accounting Module
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Collections Module
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Reports Module
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Ancillary Services
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Transition Plan
Next Steps
Congratulations you have made it through all the stages of implementation! The implementation of an electronic health record system is not an easy one and you did it. Now that you have finished your implementation process you will be moved over to your Procentive RCM Account Manager. Your Account Manager will reach out to you via ticketing with all their contact information.
Go Live!
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Your Account Manager will start billing out your service lines.