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We offer various ways to learn our software and get guidance or answers quickly.

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Included with your subscription you can access

Our team is dedicated to helping and supporting you so you can make the most out of your subscription. Don’t hesitate to reach out to and chat with a Care Specialist if you need help or have questions about the above services.

 

Data Migration Services

Included in our Annual Plan. Our implementation team will work with you to download your client’s contact information from your existing system, format the data, and load the contact information into the system. Our team will then put you on the right path to learn the tools and workflow processes to achieve clinical and financial success in your practice. Click the links below for additional information:

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Additional Paid Training Opportunities

We offer several paid packages which include one-on-one training with our Implementation team to help you become a successful user. Any package can be expanded to a two-session engagement which includes reviewing your set-up, troubleshooting, and addressing any errors.

  • Please reach out to our Support team to request specific information about these services.

 

Package 1: Organization Setup

This one-hour training session with our Implementation team will cover setting up your application, customizing your organization, and adding staff.

Topics Covered Learning Targets
  • Complete Organization Settings
  • Service Types
  • Locations and Rooms
  • Client Flags
  • Add Staff
  • Staff Permissions

After this training, you will:

  1. Understand the meaning behind helpful icons such as the "?" and CMS bubble
  2. Acquire the skills/knowledge to Add both CPT and Non-CPT Service Types
  3. Acquire skills/knowledge to Add Locations and Rooms to their organization.
  4. Understand the purpose of Client Flags and how to create them.
  5. Add a staff member to your organization.
  6. Set staff permissions and learn the differences between the different permission settings.

 

Package 2: Insurance Billing Setup

This one-hour training session with our Implementation team will cover setting up your application to properly bill insurance and enrolling with Apex as your Clearinghouse.

Topics Covered Learning Targets
  • Organization Setup
  • Staff Setup
  • Client Setup
  • Payer Setup

After this training, you will:

  1. Complete Organization Settings properly for Insurance Billing.

  2. Acquire the skills/knowledge to set up staff profiles properly for insurance billing.

  3. Acquire skills/knowledge to set up the Client's profile to properly bill insurance.

  4. Acquire the skills and knowledge to add insurance to a Client's profile.

  5. Acquire the skills and knowledge to add a payer to your system with the appropriate payer ID.

 

Package 3: Insurance Billing Workflow

This one-hour training session with our Implementation team will cover an overview of the claims process, creating an invoice, submitting a claim, and reconciling the ledger.

NOTE: Must be enrolled in Ensora Clearinghouse and the system must be set up for insurance before engaging in this service. See Prepare for Ensora Clearinghouse Enrollment for more information. This training session is a systems-based training. Advice on billing scenarios will not be provided. 

Topics Covered Learning Targets
  • Claims Process Overview
  • Invoicing
  • Claims Submission
  • Resubmissions
  • Apply payments

After this training, you will:

  1. Gain an understanding of the Claims Process in the system.

  2. Create invoices for appointments.

  3. Submit a claim to insurance.

  4. Acquire the skills and knowledge to resubmit a rejected or denied claim.

  5. Acquire the skills and knowledge to apply both insurance and client payments to an invoice.

  6. Acquire the skills and knowledge to add any adjustments or write-offs to an invoice.

  7. Acquire the skills and knowledge to process ERAs (if applicable)

 

Package 4: Client Portal

This one-hour training session with our Implementation team will cover setting up and utilizing the client portal.

Topics Covered Learning Targets
  • Client Portal Setup
  • Invitations
  • Self-Scheduling
  • Secure Messaging
  • Client View of Portal
  • Intake Forms

After this training, you will:

  1. Understand and setup their Client Portal subscription

  2. Acquire the skills and knowledge to invite clients to the Client Portal.

  3. Acquire the skills and knowledge to set up Client Self Scheduling

  4. Acquire the skills and knowledge to secure message Clients using the Client Portal.

  5. Acquire the skills and knowledge to apply both insurance and client payments to an invoice.

  6. Gain an understanding of the Client's view of their Client Portal and how to support clients when they are using the portal.

  7. Acquire the skills and knowledge to send and review intake forms.

 

Package 5: A Day in the Life of a Therapist

This one-hour training session with our Implementation team will cover the daily tasks that a therapist must complete in the system to ensure proper workflow for billing and documentation.

Topics Covered Learning Targets
  • Appointment Creation
  • Initial Assessment
  • Treatment Plans
  • Progress Notes
  • Non-Client Events
  • Schedule Configuration

After this training, you will:

  1. Configure their Calendar and settings to mirror their availability during the workday.

  2. Schedule both Client and Non-Client appointments

  3. Acquire the skills and knowledge to create an Initial Assessment,

  4. Acquire the skills and knowledge to create a Treatment Plan.

  5. Acquire the skills and knowledge to create a Progress Note.

 

Package 6: Dynamic Forms

This one-hour training session with our Implementation team will cover an overview of our Dynamic Forms feature and assistance in creating your own Dynamic Form.

Topics Covered Learning Targets
  • Dynamic Elements
  • Organization vs Client vs Case Form
  • Intake Forms
  • Form Creation

After this training, you will:

  1. Understand the differences between an Organizational Form, Client Form, and Case form and how they behave in the system.

  2. Understand the best practices with editing previously used and created forms.

  3. Understand the dynamic elements and where they pull from in the system.

  4. Acquire the skills and knowledge to create their own Dynamic Forms

 

Package 7: Assisted Clinical Documentation Upload

This one-hour training session with our Implementation team will cover how to upload clinical and general documents to your Clients' profiles.

Topics Covered Learning Targets
  • Clinical Documents
  • General Documents
  • Overview of Client vs Case Form
  • Intake forms and sharing from General vs Clinical documents

After this training, you will:

  1. Understand the difference between Clinical and General Documents.

  2. Acquire the skills and knowledge to upload Clinical documents into their Clients' profiles.

  3. Acquire the skills and knowledge to upload General Documents to their Clients' profiles.
 
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