Client Onboarding & Intake Workflow

• Client Intake & Eligibility Verification

• Gathering accurate demographics, verifying benefits, and authorizations
  

• Scheduling & Client Communication

• Handling no-shows, cancellations, and timely reminders
  

• Insurance & Billing Process Overview

• Understanding claims, prior authorizations, and A/R basics
  

• HIPAA & Confidentiality

• Proper handling of PHI, faxing/emailing records, and release forms

Billing & Revenue Cycle Management Training

• Practice Management Software Training (e.g., SimplePractice, TherapyNotes, etc.)

• Appointment scheduling, billing workflows, payment posting
  

• Claims Management

• Denials, rejections, resubmissions, and appeals
  

• Payment Posting & Reconciliation

• Patient and insurance payments, write-offs, and adjustments

• Superbill creation and out-of-network benefits

• Understanding fee schedules

• Setting up ERAs and EFTs
  

• Reporting & Metrics

• How to generate and read aging reports, productivity metrics, and financial reports

• Coding & Billing Basics for Clinicians

• Overview of CPT codes, modifiers, time-based billing

• Understanding claim life cycle and their role in clean claims