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.