Onboarding Sessions
Onboarding the ProCare Way
The “ProCare 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 ProCare Way.
We look forward to working with you and taking this journey together!
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 sessions, 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 One | Weeks 1-4
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Session 1: Training Kick Off
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Session 2: Build the Foundation
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Session 3: Client Intake
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Session 4: Documenting a Service
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**Additional 2-3 sessions 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 sessions 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 Two | Weeks 5-7
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Session 5: First Claims Submission
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Session 6: Payment Basics
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Session 7: A Day in the Life of a Biller
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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 sessions 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 Three | Weeks 8-10
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Session 8: Reporting and Permissions
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Session 9: Advanced Billing
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Session 10: Accounting
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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.
In these four sessions, 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 Four | Weeks 11-12
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Session 11: A Day in the Life of Clinician
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Session 12: Communications
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Stage 5
Go Live
What is a Champion?
Champions are key people in your agency who will be responsible for your database setup and implementation.
In these four sessions, 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 Five | Week 12
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Go Live Week!
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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.
In these four sessions, 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 Six | Weeks 13-20
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Session 13: Client Life Cycles
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Session 14: Final Implementation
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Session 15: Wrap Up
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