• • Software Programs

• • Folders & Drives

• • Accessing Old Patient Records from QuickCharts and ChartTalk

• • Staff and Contact Information

• • Providers, Location & Hours

• • Front Desk Team Processes

• • Accounts Receivable Processes

• • Finance Processes

• • Clinic Service lines and Common Disorder Tracks

• • Answering Phones 

• • Voicemails and Texting

• • Missed Call Texts

• • Faithful Followup

• • ChiroThin FAQs

• • Remote Work Policy

PrognoCIS

• • Prognocis Overview

• • Creating a New Patient
•  
  • Patient Appointment Preparation and Reminder Process
•  
  • Insurance Set-up and Eligibility

• • Patient Portal

• • Encounter Types

• • Scheduling a Patient Encounter

• • How to Open an Auto/WC/PI Case

• • Scheduling Tips

• • Encounter Workflow

• • ProCheckIn (Business Operations)

• • Collecting Copays/Ded/Balances

• • 24-hour Cancellation Policy

• • Uploading Documents/Faxes

• • OA (Osteoarthritis) Protocol

• • Blocking a Provider’s Schedule

• • Generate an Appointment List for Printing

• • REGEN (Regenerative Medicine)

• • BOE

• • Billing and Claims Procedures

• • Consult Orders (Referrals) process (External)

• • Posting of Payments and Remittances

• • Claims and Charges

• • BCBS Check Posting Examples 

• • AR and Denials

• • Insurance Verification/Authorization

• • Next Day Scrubbing

• • Auto/Worker’s Comp./Personal Injury

• • Medical Records

• • Other Daily Procedures for Billing Department

Reports

• • Cancelled Appointments By Provider

• • Patient Referral Sources

• • PT Patients Evaled but Not Scheduled

• • Total New Patients

• • True New Patients

Weave

• • Weave: Analytics

• • Adding a New User to Weave

• • Deleting a User from Weave

• • Updating Patient Phone Database in Weave

• • Setting Holiday Hours in Weave

• • Editing Devices (Phones) in Weave

• Managing Patient Communication Preferences in Weave
• Adding Phone to a Call Group in Weave