Pre-Migration Information & Session Breakdowns

This session will be a one-on-one session with a migration specialist. The intended audience for this session is the practice owner(s) and key stakeholders.

In this session, we go over the following:

1. Confirm workflow requirements to solidify training needs
2. Review your test migration data for any major red flags
3. Tailor your future live session set-up and training needs
4. Review the cohort session dates as well as their recommended audiences to ensure all relevant staff is present
5. Assign preliminary pre-session work, if applicable

Throughout these session articles, we'll provide you with a printable post-session checklist. Here's your first one!

The recommended audience for this session is owners and admins, BCBAs, RBTs, Billers and Front Office staff.

In this cohort session, your migration specialist will be going over the following:

1. Validate and edit migrated company information in your organization's profile
2. Validate and edit migrated billable service types
3. Validate and edit locations
4. Validate and edit migrated staff data

Your post-session work will be:

1. Add non-billable service types
2. Add permission to staff
3. Set up mileage rates and employee pay codes
    

Here is a printable checklist for your convenience.

This session's recommended audience is your practice's owners and administrators, billers, and front office staff. 

In this cohort session, your migration specialist will be going over the following: 

1. Validate and update insurers and contracted rates
2. Validate and edit migrated client data
3. Validate and add client authorizations and service types

Your post session work will include:

1. Confirm or add behavioral assessment and diagnosis codes
2. Assign staff to client and cases
3. Configure calendar: Set Calendar Availability | Change Appointment Time Increments | Show Client Initials on Calendar & Alerts | Prevent Double Booking

Here is a post-session checklist for your convenience.

Please make sure everyone following along in this session has configured their calendar in the new Ensora ABA Therapy environment prior to attending this session.

The recommended audience for this session is practice owners and administrators, BCBAs, RBTs, and front office staff.

In this cohort session, your migration specialist will be covering the following: 

1. Validate migrated appointments
2. Add a new appointment
3. Validate migrated clinical notes
4. Add a progress note via the agenda
5. Set up parent access via the contact network and parent portal settings. 

Your post-session work will include:

1.  Confirm completed appointments are ready to be billed.
2. Complete progress notes for appointments
   • If using Catalyst, verify notes are matches to appointments.

Here is a printable checklist for your convenience. 

The recommended audience for this session is practice owners and administrators, billers and front office staff.

In this one-on-one session, your migration specialist will cover:

1. Creating invoices or submitting claims for new appointments in Ensora ABA Therapy.
2. Review how to batch invoice
3. Review claim statuses
4. Review claim rejections and the resubmission process
5. Turning on auto processing of ERAs

Before Session 6, please make sure that ERAs are coming into your new Ensora ABA Therapy environment. Here is a quick printable checklist to complete before your last session.

Your final session is just around the corner. That will be a one-on-one wrap up session, so please make sure to bring any final questions or concerns with you.