Power Practice

Tag: Video

  • Adjustments (video)

    Adjustments (video)

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]7:37 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Beginner[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Transactions[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]Adjustments are an important part of Office operation. We will perform a few common adjustments in this video, visiting the ledger after each one to help refine our understanding of the ledger.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://youtu.be/aywWBvm_BM0″][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Topics Covered: 

    1. Transfers: Move fees from patient to insurance, and vice-versa.
    2. Allocation: Adjustment allocations require a certain level of specificity, here we detail them clearly.
    3. Discounts: Learn the basics of applying discounts and other adjustments.
    4. Office Charges: Here we learn how to charge for items sold like Toothbrushes, floss etc. As well as applying Late or Missed appointment fees.
    5. Write Offs: Remove fees and charges from an account while retaining a record of the original charge and transactions.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]For a written and illustrated explanation of this information, please visit the following link

    PX101: Lesson 7, Pages 41-42[/vc_column_text][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Information” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-info-sign” color=”Accent-Color”]Want to practice working with Adjustments?

    Be sure to use your Training Database when doing any practice. This will prevent making any unintentional changes to your accounts receivable[/text-with-icon][/vc_column][/vc_row]

  • Adding a Producer (video)

    Adding a Producer (video)

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]5.46 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Beginner[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Producers[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]Learn how to create a new Producer, new chairs and how to link them. We will also create a weekly schedule for our producer, before adding them to our scheduler view settings.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://youtu.be/iYd0n0xwbJ4″][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Topics covered:

    1. Producers: Create a new Producer and fill in their details.
    2. Chairs: Create a new Chair(s) for your producer.
    3. Linking: Link your producer to their new chair(s).
    4. Schedule: Create a work schedule for your new producer, including breaks.
    5. Columns: Adjust your Scheduler columns to accommodate your new producer.
      Note that this step should be repeated for other user logins or copied to other user logins; please see below for details.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text][/vc_column_text][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][/vc_column][/vc_row]

  • Setting up an Insurance Policy (video)

    Setting up an Insurance Policy (video)

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]11:24 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Intermediate[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Insurance[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]Through this video we’ll learn how to use the Insurance tab of the Patient File Module by adding two policies, the first of which is found in the system and the second is filled in manually. We’ll discuss the necessary fields and their function before getting into the details of specifying a plan’s coverage. We’ll then review the dependent relationships, coverage and finally, an estimate of the remaining plan balance.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://youtu.be/SSK2E740If8″][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Topics Covered:

    1. Policies: How to add a new policy for a patient.
    2. Search: How to find a policy already in your database and apply it to a patient.
    3. Create: How to build a plan that isn’t already in your database. We will fill in all the fields manually, addressing each one as we go through the process.
    4. Coverage: Learn how to read and adjust the specific coverage of your plan.
    5. Dependents: Adjusting our dependent relationships and coverage.
    6. Limits: Learn how to find the remaining deductible balance, an estimate of the remaining plan balance, and checking specific treatment limits.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]For a written and illustrated explanation of this information, please visit the following link

    PX 101: Pages 11-15, Lesson 3 and all subsections.

    [/vc_column_text][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-warning-sign” color=”Extra-Color-1″]Want to practice working with Insurance policies?

    Be sure to use your Training Database when doing any practice. This will prevent making any unintentional changes to your existing policies and patients.[/text-with-icon][/vc_column][/vc_row]