Onboarding Steps

Onboarding the Procentive Way

The “Procentive Way” is a combination of people and processes based on successfully implementing thousands of people. To ensure a successful implementation, we will guide you through each step of the Procentive Way.

We look forward to working with you and taking this journey together!

Onboarding and Implementation Stages

Your onboarding process will follow these six stages. To learn more, click on a stage or scroll down the page.

SET UP
SET UP
LIVE BILLING
LIVE BILLING
BEYOND BASICS
BEYOND THE BASICS
CLINICAL INTEGRATION
CLINICAL INTEGRATION
GO LIVE
GO LIVE
CONTINUED CARE
CONTINUED CARE

Stage 1

Client Database Set-Up

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

In these four steps, we will introduce the Procentive training process including what to expect, clinical forms, and communication. We will also build your live client database together by inputting real data and services to ensure a seamless journey through all other training stages.

Stage 1 Information

Stage One

    • Step 1: Training Kick Off

    • Step 2: Build the Foundation

    • Step 3: Client Intake

    • Step 4: Documenting a Service

**Additional 2-3 steps during this stage for residential facilities that are going to use Bed Management**

Stage 2

Live Billing

What is a Billing Champion?

This person is your revenue expert.

They know which CPT codes you bill, the rates you charge for services, the payers you send claims to each day, and the unique claim submission rules (if there are any) that are part of sending clean claims. They post payments and track down denials. Smaller agencies might have just one billing champion; larger agencies usually have more.

These three steps are biller focused. We will begin sending live claims, reviewing clearinghouse reports, receiving ERA’s, posting payments, and checking client eligibility. Then we will repeat the process until it is fluid and well ingrained.

Stage 2 Information

Stage Two

    • Step 5: First Claims Submission 

    • Step 6: Payment Basics 

    • Step 7: A Day in the Life of a Biller 

Stage 3

Beyond the Basics

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

The Billing Champion is your revenue expert.

In these three steps we will examine all the ways to display and track data through dashboards, accounting, reporting, and aging invoices. Together we will walk through several possible advanced billing scenarios.

Stage 3 Information

Stage Three

    • Step 8: Reporting and Permissions

    • Step 9: Advanced Billing 

    • Step 10: Accounting 

Stage 4

Clinical Integration

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

Your hard work in earlier stages has allowed this crucial stage to be complete in only two steps. We will walk through the best practices for a counselor/clinician in their daily use of Procentive to fully document a service. We will also setup ways staff and supervisors can be automatically notified when their attention is required on a form or other task.

Stage 4 Information

Stage Four 

    • Step 11: A Day in the Life of Clinician 

    • Step 12: Communications 

Stage 5

Go Live

Stage Five 

    • Go Live Week!

Stage 6

Continued Care

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

These last three steps are spaced to allow more discussion time based on questions from staff independent use of Procentive. We will also lay out clear processes of client life cycle, discharge, and reporting. You will end training with all the knowledge needed to be successful using Procentive and with a clear sustainment plan to use moving forward.

Stage 6 Information

Stage Six 

    • Step 13: Client Life Cycles 

    • Step 14: Final Implementation 

    • Step 15: Wrap Up 

Next Stage: Client Database Set-Up

Client Database Set-Up