7.2025 Practice Management Onboarding Checklist and Course

Streamline your onboarding process and enhance client satisfaction using our Practice Management software for ABA therapy.

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Course curriculum

1. What is this course?
2. Course Structure & Vocab
1. Motivity PM Quick Setup Sheet
2. ASSIGNMENT- Email Your Motivity PM BCBA
3. ASSIGNMENT- Receiving Your Motivity PM Credentials
1. Before you get started....
2. KNOWLEDGE BASE- Admin Module
3. ADMIN MODULE- Confirming your Motivity PM Data Import
4. ADMIN- OFFICE LOCATION- Office Hours Configuration
5. ADMIN- CLOSURE DAYS
6. ADMIN- SERVICE INVENTORY
7. ADMIN- SERVICE INVENTORY- Billable vs Non-Billable Services
8. ADMIN- CREDENTIALING & COMPLIANCE
9. ADMIN- CREDENTIALING- Enrollment & Tracking
10. ADMIN- USERS (Clinical Providers)
11. ADMIN- USERS (Clinical Providers)- Permissions
12. ADMIN- ACCESS LEVEL- Provider Portal Access
13. ADMIN- ACCESS LEVEL- Designations
14. ADMIN- ACCESS LEVEL- Managing Users with Dual Roles (Providers & Operations Staff)
15. ADMIN- TIME TRACKING & EXPORTING
16. FUTURE RESOURCE- Intro to Setting Up Motivity PM
17. CHECKPOINT- ADMIN MODULE Setup Checklist
18. Proceed to 2B/2C
1. Before you get started.....
2. KNOWLEDGE BASE- Contracts Module
3. KNOWLEDGE BASE- Credentialing
4. CONTRACTS- Adding a New Contract
5. CONTRACTS- Accessing Contracts
6. CONTRACTS- OVERVIEW
7. CONTRACTS- ACCOUNT INFORMATION
8. CONTRACTS- CONTRACT DETAILS
9. CONTRACTS- RATES & MODIFIERS
10. CONTRACTS- Linking Rates & Modifiers
11. CONTRACTS- COMPLIANCE Setup
12. CONTRACTS- BLACKOUT DAYS
13. CONTRACTS- OVERLAPPING RESTRICTIONS
14. CONTRACTS- Setting Up Private Pay Patients
15. Optional- Checklists
16. Other Options- Enrollment, Other, Resources, etc.
17. CONTRACTS- PATIENTS, PROVIDERS
18. CONTRACTS- NOTES & DOCUMENTS
19. CONTRACTS- Alerts & Notifications
20. ACTIVITY- Add your contracts
21. ACTIVITY- Contracts Checklist
22. CHECKPOINT- CONTRACTS
23. Proceed to 2C
1. Before you get started....
2. KNOWLEDGE BASE- Providers Module
3. PROVIDERS- Landing Page
4. PROVIDER- OVERVIEW
5. PROVIDER- BASIC INFO
6. PROVIDER- EMPLOYMENT INFO
7. PROVIDER- ENROLLMENT REQ
8. PROVIDER- COMPLIANCE REQ
9. PROVIDER- ENROLLMENTS
10. PROVIDER- SCHEDULER
11. PROVIDER- Other
12. KNOWLEDGE BASE- Patients Module
13. PATIENT- OVERVIEW
14. PATIENTS- Landing Page
15. PATIENT- FUNDING SOURCE- Linking
16. PATIENT- PATIENT DETAILS
17. Activity- Provider Setup Checklist
18. Activity- Patient Setup Checklist
19. Proceed to 2D
1. Have you received your login?
2. **CRITICAL ACTIVITY- Provider/Patient Integrations
3. *CRITICAL ACTIVITY- CLEARINGHOUSE SETUP
4. **FOLLOW UP CRITICAL ACTIVITY- Clearing House Integration
5. LIVE Session 1- Admins & Billing Staff
6. Phase 2 Completion
1. Before you get started....
2. KNOWLEDGE BASE- Authorizations
3. Intro to Auths
4. Auths Overview
5. Auths Statuses
6. Adding and Managing
7. Multiple Services in One Auth
8. Closing an Auth
9. Utilization
10. Editing Auths
11. Temporary Auths
12. Temporary to Billable Updating
13. Secondary Auths
14. Adding Secondary Auths
15. Supplemental Auths
16. Adding Supplemental Auths
17. Mapping Payors' CPT Codes
18. Assigning Providers
19. Removing Providers
20. Copying Auths
21. the Auths Workflow
22. Accessing the Workflow Feature
23. Generating New Workflow
24. Workflow Progression
25. Dashboard Alerts & Workflow
26. Auths Reports & Alerts
27. ACTIVITY- Set Up Authorizations
1. KNOWLEDGE BASE- Scheduling
2. SCHEDULING- Introduction
3. Patient Work Authorizations
4. Ensuring Provider Credentials and Payor Compliance
5. Confirming Patient and Provider Profiles
6. Reviewing Clinic Closures and Blackout Days
7. How to Access Scheduler Menus for Each View
8. Navigating Between Dates Using the Calendar Navigator
9. Using Redirect Link in the Header
10. Accessing Appointment Legends and Interpreting Color Codes
11. The Three-Dot Menu
12. Key Scheduling Concepts
13. Availability
14. Block Time
15. Recurrence
16. Scheduling Errors and Notifications
17. Appointment Lifecycle
18. Managing Appointment Statuses
19. Overview of the Patient Scheduler
20. Scheduling Appointments
21. Scheduling with Non-Assigned Providers
22. Overview of the Provider Scheduler
23. Scheduling Appointments
24. Managing Non-Billable Appointments
25. Reports for Monitoring Hours & Mileage
26. Compliance Alerts
27. Compliance Updates
28. Common Scheduling Pitfalls
29. Phase 3 Completion
30. ACTIVITY- Scheduling Checklist
31. LIVE Session 2- Admins/Intake, Ops, & Scheduling
1. **CRITICAL ACTIVITY- FOLLOWUP Clearing House Integration
2. ** CRITICAL ACTIVITY- PM/CLINICAL INTEGRATION
3. *** CRITICAL- Session Note PM/Clinical Linking
4. *** CRITICAL- Session Notes Approval Process
5. Optional Activity- Setup PAYROLL Reports
1. ACTIVITY- Complete Revenue Cycle
2. Phase 4 Completion
1. Complete Session 3 Prep Modules
2. 1. EXTERNAL COURSE- BILLING
3. 2. EXTERNAL COURSE- PAYMENT PORTAL
4. KNOWLEDGE BASE- Billing Module
5. KNOWLEDGE BASE- Collections
6. KNOWLEDGE BASE- Denials
7. LIVE Training 3 - Billing
8. Phase 5 Completion
1. PM Implementation Survey

About this course

Free
145 lessons
1.5 hours of video content

Discover your potential, starting today

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7.2025 Practice Management Onboarding Checklist and Course

Course curriculum

Implementation Process Overview

Phase 1: Data Import Process

Phase 2A: Setting Up Motivity PM Essentials

Phase 2B: Contracts

Phase 2C: Providers & Patients

Phase 2 Wrap Up & Live Meeting

Phase 3A: Authorizations

Phase 3B: Scheduling

Phase 4A. Setting Up Integrations

Phase 4B: Complete a Revenue Cycle

Phase 5: Billing

Practice Management Completion

About this course

Discover your potential, starting today