NEW Practice Management Onboarding Checklist and Course

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

Enroll for free

Course curriculum

1. What is this course?
2. Course Structure & Vocab
1. What to Expect- the Data Import Process
2. Welcome to Your Data Import!
3. ESSENTIAL- How to complete the Master Organization Data Form
4. ASSIGNMENT- MASTER ORG DATA IMPORT FORM
5. ESSENTIAL- How to complete the Provider Import Form
6. ASSIGNMENT- PROVIDER DATA IMPORT FORM
7. ESSENTIAL- How to complete the Patient Data Form.
8. ASSIGNMENT- PATIENT DATA IMPORT FORM
9. CHECKPOINT - Master Organization Info Form
10. CHECKPOINT- Provider Import Form
11. CHECKPOINT- Patient Data Import Form
12. ASSIGNMENT- Email Your Motivity PM BCBA
13. ASSIGNMENT- Receiving Your Motivity PM Credentials
1. KNOWLEDGE BASE- Admin Module
2. ADMIN MODULE- Confirming your Motivity PM Data Import
3. ADMIN- OFFICE LOCATION- Office Hours Configuration
4. ADMIN- CLOSURE DAYS
5. ADMIN- SERVICE INVENTORY
6. ADMIN- SERVICE INVENTORY- Billable vs Non-Billable Services
7. ADMIN- CREDENTIALING & COMPLIANCE
8. ADMIN- CREDENTIALING- Enrollment & Tracking
9. ADMIN- USERS (Clinical Providers)
10. ADMIN- USERS (Clinical Providers)- Permissions
11. ADMIN- ACCESS LEVEL- Provider Portal Access
12. ADMIN- ACCESS LEVEL- Designations
13. ADMIN- ACCESS LEVEL- Managing Users with Dual Roles (Providers & Operations Staff)
14. FUTURE RESOURCE- Intro to Setting Up Motivity PM
15. CHECKPOINT- ADMIN MODULE Setup Checklist
16. Proceed to 2B/2C
1. KNOWLEDGE BASE- Contracts Module
2. KNOWLEDGE BASE- Credentialing
3. CONTRACTS- Adding a New Contract
4. CONTRACTS- Accessing Contracts
5. CONTRACTS- OVERVIEW
6. CONTRACTS- ACCOUNT INFORMATION
7. CONTRACTS- CONTRACT DETAILS
8. CONTRACTS- RATES & MODIFIERS
9. CONTRACTS- Linking Rates & Modifiers
10. CONTRACTS- COMPLIANCE Setup
11. CONTRACTS- BLACKOUT DAYS
12. CONTRACTS- OVERLAPPING RESTRICTIONS
13. CONTRACTS- Setting Up Private Pay Patients
14. Optional- Checklists
15. Other Options- Enrollment, Other, Resources, etc.
16. CONTRACTS- PATIENTS, PROVIDERS
17. CONTRACTS- NOTES & DOCUMENTS
18. CONTRACTS- Alerts & Notifications
19. ACTIVITY- Add your contracts
20. CHECKPOINT- CONTRACTS
21. Proceed to 2C
1. KNOWLEDGE BASE- Providers Module
2. PROVIDERS- Landing Page
3. PROVIDER- OVERVIEW
4. PROVIDER- BASIC INFO
5. PROVIDER- EMPLOYMENT INFO
6. PROVIDER- ENROLLMENT REQ
7. PROVIDER- COMPLIANCE REQ
8. PROVIDER- ENROLLMENTS
9. PROVIDER- SCHEDULER
10. PROVIDER- Other
11. KNOWLEDGE BASE- Patients Module
12. PATIENTS- Landing Page
13. PATIENT- OVERVIEW
14. PATIENT- FUNDING SOURCE- Linking
15. PATIENT- PATIENT DETAILS
16. Provider Setup Checklist
17. Activity- Patient and Provider Demographics & Credentialing
18. Proceed to 2D
1. Have you received your login?
2. LIVE Session 1- Admins & Billing Staff
3. Phase 2 Completion
1. About this Section
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. LIVE Session 2- Admins/Intake, Ops, & Scheduling
1. **CRITICAL ACTIVITY- Clearing House Integration
2. Availity Integration
3. Office Ally Integration
4. **CRITICAL ACTIVITY- PM/CLINICAL INTEGRATION
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
146 lessons
1.5 hours of video content

Discover your potential, starting today

Enroll today

NEW 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