Training Program for Medical Receptionists & Billers

Program Overview

The training program aims to equip medical receptionists and billers with the knowledge and skills needed to efficiently use medical software for scheduling, billing, and claims management. The course will use a combination of video lessons, worksheets, and practical exercises to ensure a thorough understanding of the software and its application in real-world scenarios.

Course Outline

Module 1: Introduction to Medical Office Software

Objective: Familiarize participants with medical office software and its primary functions.

Topics:

Overview of medical software and its components
Logging in and navigating the dashboard
User roles and permissions

Activities:

Video walkthrough of a generic interface
Worksheet: Navigation practice (match terms with screenshots)
Practice: Setting up a sample user account

Module 2: Patient Scheduling & Registration

Objective: Teach participants how to schedule appointments and register patients.

Topics:

Creating new patient profiles
Scheduling appointments
Editing or canceling appointments
Managing no-shows and reschedules

Activities:

Video tutorial with step-by-step scheduling instructions
Worksheet: Fill-in-the-blank patient profile exercise
Practice Activity: Create sample patient appointments

Module 3: Basics of Medical Billing

Objective: Introduce the billing cycle and its importance in medical practice.

Topics:

Key terms (e.g., superbill, EOB, CPT, ICD-10 codes)
Overview of the billing process
Introduction to claims submission

Activities:

Video lesson on the billing cycle and terminology
Worksheet: Match terms with definitions
Quiz: Identify steps in the billing process

Module 4: Claims Management

Objective: Train participants to create, submit, and track claims.

Topics:

Creating claims
Reviewing and editing claims
Submitting claims to insurance payers
Tracking claim status and resolving rejections

Activities:

Video tutorial: Creating and submitting a claim
Worksheet: Troubleshooting common claim rejections
Practice Activity: Submit and track sample claims

Module 5: Reporting & Analytics

Objective: Enable participants to generate reports and analyze data for better billing management.

Topics:

Generating monthly/weekly billing reports
Identifying trends in denied claims
Reconciling payments and balancing accounts

Activities:

Video lesson: How to generate and interpret reports
Worksheet: Analyze sample report data
Practical Task: Generate a mock report

Module 6: Advanced Features

Objective: Explore advanced tools and tips for maximizing software efficiency.

Topics:

Customizing templates for efficiency
Integrating with other systems (e.g., EHR)
Tips for handling bulk claims

Activities:

Video demonstration of customization options
Worksheet: Advanced tips checklist
Group Discussion: Sharing user-specific challenges and solutions

Module 7: Final Project & Certification

Objective: Assess participants’ skills and provide certification of completion.

Final Project:

Simulate a day in the life of a medical receptionist/biller.
Tasks include scheduling appointments, registering patients, submitting claims, and generating reports.

Certification: Participants receive a certificate upon successful completion.

Program Materials

Video Lessons: Recorded screen captures with voice-over instructions for each topic
Worksheets: Downloadable PDFs with exercises and quizzes
Cheat Sheets: Step-by-step guides for quick reference
Case Studies: Real-world scenarios to practice learned skills
Practice Accounts: Guided setup for practice in a demo environment (generic or platform-agnostic software)

Delivery Method

Platform: Online course membership portal
Schedule: Self-paced with optional weekly live Q&A sessions
Support: Access to a private discussion forum for peer and instructor interaction

Timeline

Week 1: Modules 1 & 2
Week 2: Modules 3 & 4
Week 3: Module 5
Week 4: Modules 6 & 7 Assessment

Reading and signing the terms and Agreement, there are no refunds. payment in full and course completion before certificates are issued.

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