Owner/Office Manager – Advanced

Course Content

Chapter 1: Setup
Setup Patient Consent
Customize Health History Forms
Creating and Sending Online Forms
Setup “Magic” Shortcut Service Code Entry
Chapter 2: Patient Record
How to Handle Duplicate Patients
Chapter 3: Financial
Create Categories for Adjustment Types
Mark a Patient in Collection
Change Fee Guide Prices
Chapter 4: Reports
Adjustment Report
Claim Submission Report
Compare Production to Financial Reports
Post-Dated Payments Report
Write Off Report
PHI Report
Final Quiz
Owner/Office Manager – Advanced

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