Introduction to Setting Up Practice Management: A Course for Super Admins

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. How to use this course
2. Introduction
1. Organization Details
1. Importance of Office Locations
2. Office Hours Configuration
1. Defining Closure Days
1. Adding Services
2. Billable vs Non-Billable Services
3. Linking Services to Contracts
1. Private Pay Patients
1. Setting Up Compliance Items
2. Enrollment vs Internal Compliance Tracking
1. Configuring Access Levels
2. Provider Portal Access
1. Defining Roles and Designations
2. Clinical vs Non-Clinical Roles
3. Taxonomy Codes
4. Supervision Requirements
5. Managing Designations and Access Levels
6. Linking Roles to Providers
7. Setting Role Hierarchy for Billing
1. Managing Providers (Clinical Users) in Practice Management
2. Managing Non-Clinical Users
3. Managing Users with Dual Roles (Providers & Operations Staff)
4. User Access and Permissions

About this course

Free
25 lessons
0.5 hours of video content

Discover your potential, starting today

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Introduction to Setting Up Practice Management: A Course for Super Admins

Course curriculum

Welcome to the course!

Chapter 1: Organization Setup

Chapter 2: Office Locations

Chapter 3: Closure Days

Chapter 4: Service Inventory

Chapter 5: Standard Rates

Chapter 6: Credentialing Categories

Chapter 7: Access Levels

Chapter 8: Role & Clearance

Chapter 9: User Management

About this course

Discover your potential, starting today