- 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
- Optum Insurance Form Submission and Processing*
- Finance Processes
- Clinic Service lines and Common Disorder Tracks
- Answering Phones
- Voicemails and Texting
- Missed Call Texts
- Move-‘Em-Up list Protocol
- Faithful Followup
- ChiroThin FAQs
- Remote Work Policy
- Apple Care Signup
- Apple Care Cancellation
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*
- Posting Patient Payments as a Patient Receipt*
- 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