Stage 3 | Weeks 8-10

Beyond the Basics

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

Session Lengths: Approximately 1 Hour

Session 8

Reporting and Permissions

What is a Champion?

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

You’ve been diligently working to enter client data, record services, send claims, and post payments. Now we’ll talk about how to get that data back out in a meaningful report. We’ll also discuss how to modify staff permissions which govern what staff can and can’t do within your database.

Pre-Session Action Items

Session 8 Topics

    • Permissions

    • Reporting

      • Client Statements

    • Dashboards

Session 9

Advanced 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.

Learn the key areas in Procentive for tracking your accounts receivables. Review the details of clearinghouse reports, payer remittance reports, and client account information.

Pre-Session Action Items

Session 9 Topics

    • Frequently Used Billing Windows

    • Refund / NSF

    • Secondary Payers

    • Replacement / Void Claims & Takebacks

Session 10

Accounting

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.

At this point you have sufficient data to discuss various accounting features and reports.

Pre-Session Action Items

Session 10 Topics

    • Accounting Module

      • Closing Months

    • Commission / Payroll

    • Collections Module

      • Aging Invoices (Insurance and Client)

PREVIOUS:

Live Billing

ONBOARDING PROGRESS:

60%

NEXT:

Clinical Integration