Practice Management Onboarding Checklist and Course
Streamline your onboarding process and enhance client satisfaction using our Practice Management software for ABA therapy.
What is this course?
Course Structure & Vocab
Data Import Process
How to complete the Master Organization Data Form
Assignment- MASTER ORG DATA IMPORT FORM
How to complete the Provider Import Form
Assignment- PROVIDER DATA IMPORT FORM
How to complete the Patient Data Form.
PATIENT DATA IMPORT FORM
COMPLETE - Master Organization Info Form
COMPLETE Provider Import Form
COMPLETE- Patient Data Import Form
Email or Call
Receiving Your Motivity PM Credentials
KNOWLEDGE BASE- Admin Module
SETUP- Training 1- The Admin Module & Confirming your Motivity PM Data Import
SETUP- Office Hours Configuration
SETUP- Defining Closure Days
SERVICES- Adding Services
SERVICES- Billable vs Non-Billable Services
SERVICES- Linking Services to Contracts
SERVICES- Private Pay Patients
COMPLIANCE- Setting Up Compliance Items
COMPLIANCE- Enrollment vs Internal Compliance Tracking
ACCESS- Provider Portal Access
ACCESS- Managing Designations and Access Levels
ACCESS- Managing Users with Dual Roles (Providers & Operations Staff)
ACCESS- User Access and Permissions
FUTURE RESOURCE- Intro to Setting Up Motivity PM
ACTIVITY- Complete ADMIN MODULE Check
Proceed to 2B
KNOWLEDGE BASE- Contracts Module
Adding a New Contract
Overview
Contract Details
Adding Rates & Modifiers
Accessing Contracts
Compliance Setup
Credentialing Requirements Menu
Blackout Days
Overlapping Restrictions
ACTIVITY- Add your contracts
Proceed to 2C
KNOWLEDGE BASE- Providers Module
KNOWLEDGE BASE- Credentialing
Providers Menu
Providers Compliance & Credentialing
KNOWLEDGE BASE- Patients Module
Patients
Patient’s Funding Source Linking
Activity- Patient and Provider Demographics & Credentialing
Proceed to 2D
Contracts Alert Types
Alerts Section on Contracts Alerts Page
Notifications Section on Contracts Alerts Page
Other Requirement Tabs
Notes
Documents
Have you received your login?
Phase 2 Completion