PM Milestone 1 - Admin Module

This course guides super admins through configuring organization setup, office locations, services, users and compliance items. A good setup ensures compliance, efficient operations, and accurate billing, minimized errors and enhanced workflows.

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Course curriculum

1. Welcome to the Motivity Milestones!
2. What is the Admin Module?
3. Orienting to the Admin Module
1. Office Location
1. Service inventory
1. Private Pay Pricing
1. Creating Credentialing Categories
1. The Credentialing Manager
1. Confirm Organization Details
1. Creating Closure Days
1. Creating a Site Requirement Checklist
1. View Time Tracking
1. Transferring Appointments
1. Introduction to Roles and Designations
2. Understanding the Difference Between Roles and Designations
3. How to Add a Designation
4. How to Add a Role
5. How to "Set Order"
1. Introduction to Users
2. How to Add a User
1. Introduction to Access Levels
2. How to Add an Access Level
1. Next Steps Before Milestone 2

About this course

Free
23 lessons
0.5 hours of video content

Discover your potential, starting today

Enroll today

PM Milestone 1 - Admin Module

Course curriculum

Welcome to the course!

Office Location

Service Inventory

Standard Rates

Credentialing Categories

Credentialing Manager

Organization Details

Closure Days

Site Requirement Checklist

Time Tracking

Appointment Transfer

Roles and Clearance

Users

Access Levels

Next Steps

About this course

Discover your potential, starting today