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. 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- Patient and Provider Demographics & Credentialing

    18. Activity- Provider Setup Checklist

    19. Activity- Patient Setup Checklist

    20. Proceed to 2D

    1. Have you received your login?

    2. **CRITICAL ACTIVITY- Provider/Patient Integrations

    3. **FOLLOW UP CRITICAL ACTIVITY- Clearing House Integration

    4. Option 1- Availity Integration

    5. Option 2- Trizetto Integration

    6. Option 3- Office Ally Integration

    7. Option 4- Waystar Integration

    8. LIVE Session 1- Admins & Billing Staff

    9. Phase 2 Completion

About this course

  • Free
  • 159 lessons
  • 2 hours of video content

Discover your potential, starting today

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