Training Guide for New Employees of Established Clinics

Hello!!

Welcome to your Training Guide. Below you will find a specific set of Training Videos and Articles that we have categorized to help you, as a new user, become comfortable within your software. Support offers hundreds of additional articles that are available at your fingertips by going to the Admin section of your software and selecting the Support Center button. If you are unsure where a specific article/video may be located, use the search bar provided to type in a keyword.

While you are going through your training, we also encourage you to reach out to support with any questions you may have. You can reach support by accessing the Support Portal Button in your Toolbar and click on the CHAT button to the bottom right any time between the hours of 8 am-6 pm Central Time M-F. You can also reach support by email: [e-mail] and by phone/text: [phone].

Also, in your toolbar, you are equipped with a "What's New" Button. That button takes you directly to our Private Facebook page where announcements, update info and things to know are posted :) If you are not already signed up, please ask to be added.

Before you begin, the Provider at your clinic will need to add you to the database. Please have them follow these steps if they have not already done so:

New Staff Member

New Provider

Phase I Patient File: Staff

The Patient file area is where you house all patient-specific information. 

1. Adding a New Patient, full walk-through, and checklist
2. Understanding the patient flow in CoAction
3. Understanding a Patient's Ledger
4. Applying a Write-Off
5. Balance Forward
6. Posting a Patient Payment
7. Credit Forward
8. Printing A Receipt For A Patient Payment
9. How To Enter A New Care Plan To A Patients Case
10. Add, Edit, or Delete a File within a Patient File

Appointment Book/Dashboard:

1. Scheduling an Appointment
2. Patient Flow/Appointment Dashboard
3. Self Check-In

Setting up the Appointment Screen

1. Patient Appointment Screen Setup
2. Visit Quick List
3. Visit Trackers

Phase II New Providers: A Must for Providers

1. Google Calendar Sync
2. Provider Signature
3. Provider Dashboard
4. Customize Macro SOAP Notes
5. Patient Appointment Screen Setup
6. Visit Quick List
7. Visit Trackers

Phase III Billing (Billers)

Insurance Clinics:

1. Understanding the Journey of a CPT Code
2. Managing Payer Settings
3. Entering Fee Schedules
4. How to add insurance within a patients file
5. Create HCFAs
6. Search HCFAs
7. Post New EOB
8. In- Process EOBs
9. Completed EOBs

Self Pay Clinics:

1. Care Plan Templates

Statements:

1. The Patient Statement
2. Super Receipts

Reports:

Below, you will find a list of the most used reports. To access training info on our additional reports, please click HERE.

• Day Sheet
• AR Report (Accounts Receivable)
• Generated Income
• Collections Income
• Billing Provider Case Report
• Referral Source Report
• Patient List Report

If at any time throughout your training process, you would like to schedule some time with support for live training, contact support to get on our training schedule :)

We hope you enjoy your training!!