2022 coaching and training services catalog Catalog of coaching and training services 2 Coaching and Training Services Introduction athenahealth’s partnership support offerings can help your organization maximize the value it receives from athena’s suite of network-enabled technology services. The focus of this catalog is to introduce you to athenahealth’s Coaching and Training services. Many of the athenahealth’s Coaching and Training services come standard as part of your service fees, and we are committed to providing your organization with a variety of high-quality training services created and delivered by athenaNet subject matter experts. Trainings span from self-paced learning, providing an introductory understanding of athenahealth’s services, to resources to help build and maintain end user proficiency, to virtual live sessions covering in-depth functionality, workflows, and best practices. There are several training modalities and knowledge topics to suit your needs and preferences as you look to expand knowledge and improve skills while using athenahealth’s services. Contents 04 Intro: How to Use This Catalog 06 Foundational Training 18 Gaining Efficiencies 22 Optimizing Worflows 27 Supplemental Training Please note that some of our offerings have required or recommended pre-requisites before engaging. You can find the full list of these on our Success Community Training Page. Coaching and Training Services 3 how to use this catalog Coaching and training delivery formats There are four different provided training formats or modalities, and six different offerings to suit your learning needs and preferences. These include: eLearning: Clinical Coaching: The athenahealth Learning Portal is available to all customers and gives you access to online training courses for self-paced learning. Geared towards providers, clinical admin staff, care managers, and quality managers, these sessions are personalized, one-on-one, virtual athenaClinicals coaching sessions. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Virtual training: Our virtual instructor led classes will teach you how to master athenaNet workflowsthrough live interactive training or on-demand recordings. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. On-site training: Our on-site training classes are created for end users’ organizations that are going live on athenaNet and for organizations looking for customized role based onsite training. How you’ll attend: Contact your onboarding lead/customer success manager to discuss opportunities. Revenue Cycle Coaching: Geared towards practice leaders, decision makers and managers, these sessions are personalized, one-on-one, virtual rev cycle coaching sessions. How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Patient Engagement Coaching: Geared towards practice leaders, decision makers and managers, these sessions are personalized, one-on-one, virtual athenaCommunicator coaching sessions. How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. The icons associated with each format listed above are used in combination with the descriptions of training resources and courses throughout the catalog. 4 Coaching and training services / Intro: How to Use This Catalog Training journey overview Training resources and courses are organized by your training journey life cycle: • Foundational Training Admin/Clerical staff: Receptionists, medical records staff, other staff who perform administrative or clerical tasks; Check-in/out, scheduling, and general office tasks Provider: Licensed providers; Ordering, exam documentation, procedures, and review of patient cases, labs, and imaging results • Gaining Efficiencies • Optimizing Workflows Role-based designations Clinical staff: Clinical staff members, medical assistants, nurses; Support providers in patient care and perform tasks like intake, queuing up orders, and creating patient cases In addition, the following descriptions of roles based on responsibilities are designated for each training resource and course by intended audience: Management: Practice/office managers, practice administrators, providers who are responsible for configuring athenaNet; Finances, policies, and supervising office/billing staff • Supplemental Training Billing staff: Billers/coders staff members; Coding/charge entry, claim submission and follow-up; billing and collections, and do not access charts Intro: How to Use This Catalog / Coaching and training services 5 Foundational Training Foundational Training CLBX 110: Inbox Overview: Document Classifications, Labels and Routing In this course, you learn how to find documents based on athena’s document classification structure. On completing the course you will understand how to label documents quickly and accurately, review and plan document routing, and reassign documents. Duration: 25 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. eLearning CLAD 170: Manage Electronic Prescriptions for Controlled Substances (EPCS) — Part 1 Only authorized providers can use EPCS (Electronic Prescriptions for Controlled Substances). In this course, get an overview of how your practice can authorize DEA-registered providers to prescribe controlled substances electronicallyusing the athenahealth credential service provider (athenaCSP). Also learn what is required to maintain that authorization. Duration: 20 minutes CLBX 140: Incoming Clinical Documents: Prescriptions, Authorizations and other clinical documents In this course you will learn how to review and work incoming clinical documents. On completing the course you will be able to manage patient prescriptions; and review and complete physician authorization. Duration: 25 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Management and Provider How you’ll attend: Sign up from the athenahealth learning portal CLBX 160: Find Documents to watch the module. CLAD 180: Manage Electronic Prescriptions for Controlled Substances (EPCS) — Part 2 Only authorized providers can use EPCS (Electronic Prescriptions for Controlled Substances). In this course, get an overview of how your practice can authorize DEA-registered providers to prescribe controlled substances electronically using the athenahealth credential service provider (athenaCSP). Also learn what is required to maintain that authorization. In this course you will learn how you can quickly locate documents in athenaClinicals. This course will illustrate how to search for a document, browse documents in the patient chart and locate a specific fax or scan. Duration: 15 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLBX 170: Document Services and Duration: 20 minutes Adding Documents Intended audience: Management and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. In this course you will learn how to add documents to the Patient Chart. You will also get a high level overview of athenahealth’s document services. Duration: 10 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 6 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching CLBX 180: Processing Documents in Patient Engagement coaching CLMS 130: Claim Adjustments HOLD and Unknown Status In this course, you will learn how to process documents in HOLD and UNPROCESSED status.On completing the course, you will understand why documents are placed in HOLD and UNKNOWN status. You will also learn how to move documents in HOLD status through the workflow and how to use the Process Document page. Duration: 13 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Although athenahealth takes care of most of your claim posting for you as remittance is received, occasionally you may need to take manual action on a claim. In this course you will learn how to post an adjustment using a kick code and post a manual adjustment on a claim. Duration: 10 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLMS 140: Claim Management CLMS 110: Charge Entry If you’re someone who deals with creating claims during checkout, this course provides a thorough introduction to the workflow from end to end, with expanded explanations on the most critical fields. With three practice simulations included, you’ll quickly get comfortable with how to enter and edit charges for efficient claim submission. Onsite traininger this course you will be able to: Recognize how the Charge Entry workflow connects to the 5-Stage Patient Encounter. Recall the different access points the Charge Entry page. Perform simple charge entry. Use charge entry coding tools. Collect time of service payments. Duration: 30 minutes Intended audience: Admin/clerical staff and Billing staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLMS 120: Common Claim Troubleshooting athenahealth helps you prevent and resolve many claim issues that arise from payers through our rules engine. In this course you will learn how to address some of the more common claim issues of adding attachments to claims, resolving claim attachment errors, adding a secondary payer Onsite traininger claim was billed, and appealing a denied claim. Duration: 14 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Revenue Cycle coaching Claims may require corrections in otder to continue on in the claim cycle due to a variety of issues. In this course you will learn how to correct coding denials and missing authorizations, transfer a balance and update patient insurance. You will also gain an understanding of the Claim Inbox. Duration: 21 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CMGT 100: Managing Credentialing & Enrollment Info This course will teach you how to manage credentialing information and enrollment related issues . If credentialing information is incorrect or missing, and/or if enrollment issues arise, receiving payment for services rendered from payers will be difficult. Reviewing how to resolve these problems will help ensure that there is no complications with receiving payments from payers. Duration: 30 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CMGT 110: Billing Numbers and Provider Adds This course will teach you how to manage workflows surrounding provider and department billing. You will learn how to set up your practice so that it can bill using a provider or a department billing group’s credentials. This course will also cover adding new providers to the practice along with reviewing how providers can can bill individually. Duration: 35 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Foundational Training / Coaching and training services 7 Foundational Training CMGT 120: Fee and Allowable Schedules FMGT 120: Reconciling Deposit Batches This course will teach you how to create, maintain, and upload Fee and Allowable schedules into athenaNet. It is important to maintain consistency in the way patients are billed and in monitoring if payers are paying for procedures at the contracted or allowed amount. Creating and managing fee and allowable schedules are key components to a successful billing administration. This course will teach you how to reconcile your deposit batches on a daily and weekly basis. For this course we will focus on reconciling deposits to assist with tracking time-of-service (TOS) transactions. These steps will lead to an accurate and timely month end reconciliation. Duration: 30 minutes Intended audience: Billing staff Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal Duration: 30 minutes How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. INTR 110: The Success Community: Intro, Connections & Case Management FDSK 100: Front Office Tasks This course illustrates how to manage daily tasks related to scheduling and reserving appointments. You will also learn how to manage no shows, cancellations and ticklers. Duration: 35 minutes Intended audience: Admin/clerical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. The Success Community is one of our strongest resources that you can access for learning, connection, and product information at any time. This course will introduce the site’s main navigation, how you can engage with your athenahealth community, and how to create and manage cases. Duration: 20 minutes Intended audience: Admin/clerical staff and Management How you’ll attend: Sign up from the athenahealth learning portal FMGT 100: Establish Financial Structure for Reporting This course will teach you how to create a financial structure that will help with maintaining accurate financials for reporting and tracking. It is important to establish the foundation for reporting as it will make financial analysis and the month end reconciliation process smoother. Duration: 30 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. PRVT 100: Registering a Patient​ In this course you will learn how to register a new patient with your practice. At the end of this course, you will be able to check for duplicate patients, register new patients, upload copies of patients’ cards, and assist with registering patients to the Patient Portal. Duration: 22 minutes Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. FMGT 110: Create Deposit Batches for Time of Service Collections PRVT 110: Scheduling a Visit This course will teach you how to create deposit batches so that you can be ready when it is time to reconcile your daily and weekly financial deposits. For this course we will focus on creating payment and deposit batches associated with time-of-service (TOS) transactions. Keeping your schedule filled and your providers utilized is the first step to maintaining a productive practice. In this course, you’ll review the basics of scheduling and rescheduling appointments. Duration: 30 minutes How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Billing staff and Management Duration: 32 minutes Intended audience: Admin/Clerical staff to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 8 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching PRVT 120: Pre-Visit Welcome to the Pre-Visit course. In this course you will learn how to complete patient Pre-visit activities. Appointment preparation is an important daily activity, as it ensures that you streamline patients’ check-in and increase collections by reducing denials and no-shows. By the end of this course, you will be able to: •C onfirm and update eligibility for patients by working the Eligibility Worklist Revenue Cycle coaching Patient Engagement coaching PTOU 110: Appointment Outreach Overview In this course you will learn about ReminderCall, an athenaCommunicator service, that reminds patients of their upcoming appointments, allows them to confirm or reschedule, and provides appointment-related information. You will also learn how to edit ReminderCall message preferences and check patient responses to ReminderCall messaging for upcoming appointments. Duration: 12 minutes • A ssociate referrals and authorizations to their appointments Intended audience: Admin/Clerical staff •R eview appointment confirmation calls and self-scheduled appointments How you’ll attend: Sign up from the athenahealth learning portal to watch the module. • View and print patient schedules This course takes approximately 35 minutes. PTVT 100: Check-In Duration: 35 minutes Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTEG 100: Patient Portal Overview Signing patients up for the Patient Portal is a key way to improve outcomes for your patients, increase payments, and save time. This course provides a tour of the Patient Portal features so that you can accurately explain portal benefits to patients and provide support, if necessary. In addition, it describes how to register a patient for the portal and provide access to a family member or third party. Whether you are front desk staff, clinical staff, billing staff, or a provider, you can play a role in increasing portal adoption at your practice. For managers, there is an additional lesson on enabling portal features. In this course, you will learn how to check a patient in for their appointment. Check-in is the first stage of the five stage patient visit. It provides your practice with visibility into patient status and the location of the patient throughout the appointment workflow. Check-in also provides important capabilities such as efficient communication among front desk staff, clinical staff, and providers. In this course you will learn how to: Verify appointment information. Check-in patients and collect payments. Capture and track patient contact information. Add insurance cards to patient records. Add insurance policies at check-in. Duration: 32 minutes Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTVT 140: Exam: Review the Patient’s Chart Duration: 35 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. In this course you will learn how to review the next patient to be seen, the Reason for Visit, and the patient’s health history. Duration: 30 minutes Intended audience: Provider PTOU 100: Introduction to Patient Outreach How you’ll attend: Sign up from the athenahealth learning portal In this course, you will be introduced to athenaCommunicator patient outreach services. Take this course if you need to be aware of the different types of messaging patients receive. Understanding the services at a high level will assist you in navigating the more detailed courses on these services. This course also shows you how to manage patient messaging preferences for these outreach services, which will assist you if you interface with patients or train staff who does. Duration: 16 minutes to watch the module. PTVT 150: Longitudinal View of Care In this course you will learn how to use ambulatory care plans. This includes adding care management events and reasons, adding goals and tasks, and generating an audit history of the care plan. Duration: 20 minutes Intended audience: Provider Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. Foundational Training / Coaching and training services 9 Foundational Training PTVT 160: Exam: Physical Exam In this course you will learn how to document the patient’s physical exam, a procedure, and use the jotter tool. Duration: 25 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTVT 180: Exam: Encounter Sign-off In this course you will learn how to use the sign off page in athenaNet to add charges, create letters, and close the patient’s encounter. You will also learn how to amend an encounter. Duration: 10 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTVT 170: Exam: Provider Assessment and Plan In this course you will learn how to document the provider’s assessment and plan section of the patient’s exam. This includes Diagnoses and Orders, Assessment Notes, Patient Materials, and Follow-Up. Duration: 25 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTVT 190: Checkout Are you still getting familiar with administrative tasks and supporting the encounter? This foundational course will introduce you to all of the features available to you during Checkout. Onsite traininger going through scenario-based demonstrations, you then have the opportunity to practice the most critical tasks in this workflow with guided simulations. Take this course to reinforce your foundational training for the Checkout stage, a stage that serves as the closing to the 5-Stage Patient Visit and the pre-service to claim creation. Duration: 18 minutes Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. QMGT 110: Quality Management Report This course will teach you how to utilize the Quality Management Report (QMR) tool within athenaNet. Running quality reports, allows you to identify opportunities for improvement and export the supporting data. In this course, you will find information about the Quality Management report and resources to assist in your quality performance monitoring. Duration: 15 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. QMGT 120: Electronic Clinical Quality Measures Report This course will teach you how to utilize the eCQM Data Quality Management (QM) reporting tool within athenaNet. You’ll learn how to run, export, and import eCQM Data reports. Duration: 20 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 10 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching QMGT 130: Merit-based Incentive Payment System Revenue Cycle coaching Patient Engagement coaching RFND 110: Manage Insurance Refunds There may be instances where a payer has incorrectly paid your practice for a claim and you need to manually issue a refund. In this course you will learn how to take action on overpaid claims by posting and processing insurance refunds. This course will teach you how to utilize the Merit-based Incentive Payment System (MIPS) Quality Management (QM) reporting tool within athenaNet. You’ll find information about the MIPS tool and resources to assist in your performance monitoring and submissions. Duration: 25 minutes Intended audience: Billing staff Duration: 15 minutes How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Management to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. RPTS 100: Financial Summary Review Dashboards QMGT 140: Pay-For-Performance Dashboard This course will teach you how to utilize the Pay-ForPerformance (P4P) Dashboard Quality Management (QM) tool within athenaNet. The P4P Dashboard is a tool in athenaClinicals that pulls quality program enrollment and performance information across your providers into a single place. This shows which programs providers are enrolled in and how they are doing, by program. Duration: 10 minutes This course will teach you how to reconcile your financials using financial dashboards on the Financial Summary Review tab of the Financial Controls Center (FCC). For this course we will focus on the financial reconciliation process at month end and the associated links that provide additional workflows for financial reconciliation. These steps will lead to an accurate and timely month end close. Duration: 30 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. SFPY 100: Manage Self-Pay Accounts for Administrators In order for front desk staff to effectively collect and manage patient balances, it is important that there are self-pay account options available for them to use. This course provides an overview of the creation and management of self-pay account tools for practice administrator such as payment and pre-payment plan types, sliding fee discounts and programs and self-pay account monitoring for outreach. QMGT 150: Quality Management Submissions This course will teach you what functions and tasks need to be completed when submitting quality measures to enrolled programs. This course provides detailed tables that outline the level of support we provide to your practice for each quality program. So, not only will you learn the functions and tasks associated with each quality program, but also who is responsible for each; you or us! Duration: 25 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal Duration: 18 minutes to watch the module. Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. RFND 100: Manage Patient Refunds In this course you will learn about setting up policies to identify and refund eligible patient balances. Learning about the Patient Refund Worklist will be beneficial if your practice prefers to have an additional approval step in the refund process. Duration: 30 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Foundational Training / Coaching and training services 11 Foundational Training SFPY 110 Manage Self-Pay Accounts for Front Desk Team Members FMGT 130: Intro to Financial Summary Review In order to collect money from patients effectively, it is important to understand the self-pay options available. This course provides an overview of the application and management of Self-pay account tools for front desk team members including how to apply payment and pre-payment plans, sliding fee plans and how to run self-pay monitoring worklists for patient outreach. This course will introduce you to the Financial Summary Review page within the Financial Controls Center (FCC). In this course, we will focus on becoming familiar with the Financial Summary Review page, along with the associated links within the page. Building a strong understanding of the Financial Summary Review page will help with the financial reconciliation process at month end. Duration: 30 minutes Duration: 30 minutes Intended audience: Admin/Clerical staff Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to watch the module. SFPY 120: Manage Collections and Bad Debt When a patient has an outstanding balance, failure to pay this balance may result in the patient’s account being sent to collections or written off to bad debt. In this course, you will learn all about athenaNet’s tools for managing collections and bad debt and how to effectively setup policies to manage patient balances. Duration: 30 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. SFPY 90: Introduction to Self-Pay In this course, you will learn what self-pay means in athenaNet and how you can use athenaNet to help manage self-pay accounts. Duration: 5 minutes to watch the module. Virtual classroom Billing: Go-Live Readiness Workshop This course offering enables you to gain hands-on experience with claim creation and claim correction workflows. You will demonstrate your gained knowledge from previous virtual trainings by working claim examples alongside an instructor. By the end of the course, you will have the confidence you need to create claims and resolve claim holds at go live. Duration: 90 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intended audience: Admin/Clerical staff Claims: Adjustments and Transfers How you’ll attend: Sign up from the athenahealth learning portal to watch the module. USAD 101: User Administration Practice managers enable staff to sign into athenaNet and perform their job tasks. If you are responsible for creating and managing user accounts, take this course to learn how to create new users, assign roles to users, block or unblock users, reset passwords, and run audit reports. Duration: 35 minutes If you feel bogged down by the complexity of claims, this class will ensure you have the knowledge necessary to confidently navigate adjustments and transfers. This includes developing the skills to adjust or transfer with a kickcode as well as perform a manual adjustment or manual transfer. Demonstration in this course covers editing a charge and working a collections adjustment. Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 12 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching Introduction to Quality Measures and Workflows Revenue Cycle coaching Patient Engagement coaching Non-Clinician Inbox: Billing Your organzation reaps huge benefits - both in superior patient care and financial incentives - from satisfying quality measures. In this course, we’ll introduce you to the Quality tab in the patient chart. We’ll demonstrate a variety of measure satisfaction workflows, including patient risk scores and measure identification and management. You’ll leave knowing how to maximize your organization’s ability to maneuver quality workflows. Organized inboxes lead to fewer errors and greater efficiency, especially when it comes to tasks as nuanced as billing. In this course, we’ll point you to the functionality and workflows necessary to skillfully maneuver billing-related inbox tasks such as missing slips and claim holds. You’ll learn how to configure the work-based home page, review claims holding for resolution and how to navigate the workflow dashboard. Duration: 1 hour Duration: 1 hour Intended audience: Billing staff Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. to attend the live event. Non-Clinician Inbox: Front Desk Tasks Manage Your Schedule Templates This class shares the importance of managing schedules such as creating appointment types, cancellation reasons, and scheduling related templates. Included in the demonstration is how to build and apply templates as well as how to incorporate strategies for building schedules to your day to day operations. Additional topics covered include modifying a schedule template and understanding freeze and delete slot functionality. Duration: 1 hour Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intended audience: Admin/clerical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Master Document Management From clutter to outdated documents, the maintenance of a Clinical Inbox is essential for efficiency. This class focuses on an overview of document management, including both inbound and outbound, document labeling. Demonstration also include annotation and annotation tools. Documents covered in the scenarios are orders, prescriptions, authorizations, lab/imaging results and other clinical documents. Duration: 1 hour Patient Chart Overview in athenaClinicals If your responsibility at the practice includes working within a patient chart, this course will assist in reviewing a patients clinical information prior to them arriving at your office. During this classroom, instructors will provide a comprehensive overview by demonstrating functionality such as alerts in the patient banner, free text for exam talking points in the patient briefing, as well as details for remaining patient account tabs. Duration: 1 hour Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. We want to share with you the tools and resources on athenaNet to keep your workflows organized and efficient, so this course covers tips and tricks for the non-clinician inbox. You’ll learn how to configure the view to display tasks and schedules based on your needs. Through real life examples you will understand how and why tasks are assigned to specific work buckets within the inbox such as no shows, eligibility issues and appointments to schedule. We’ll also orient you to assessing patient information for resolution. Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Foundational Training / Coaching and training services 13 Foundational Training Patient Payment Strategies You can take control of patient payment strategies, and we can how you how to handle them proactively like using the Estimated Out of Pocket Calculator and reactively by using payment plans and various system policies. In this class we will walk trough selfpay management tools, review the payment options available to patients, how to approach the set up of bad debt and collections policies as well as cover available reporting tools to assist in collecting patient funds. Understand the Financial Controls Center: Reconciliation & Reporting Duration: 90 minutes Reconciliation of financial data in athenaNet is crucial to a successful month-end close process. This class focuses on the components of financial controls center (FCC) and the FCC Deposits Detail Report to complete daily deposit and monthly financial reconciliations. You’ll learn how to ensure the accuracy of financial data in athenaNet and to incorporate information from the athenaNet financial summary into your own accounting practices for month-end reconciliation. Intended audience: Admin/clerical staff and Billing staff Duration: 90 minutes How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Management to attend the live event. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Reduce AR with Payersite Access to payer web portals allows athenahealth staff to quickly and accurately follow up on claims, identify hold issues, provide claim status updates and locate missing remittance. During this class, you will learn related enrollment worklist navigation, how to work web portal related tasks as well as navigating the remittance pages. Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Check-in and Check-out Providing a smooth and comfortable experience for your patients extends the exam room - streamlining your check-in and checkout workflows can help you reduce hassle and save time with each visit. In this foundational workshop, you can click along with an instructor through the check-in and check-out process, from printing registration forms and locating patients on the schedule. You will also be able to practice workflows for collecting copays or outstanding balances during check-in and creating follow-up appointments during check-out. Duration: 90 minutes Intended audience: Admin/Clerical staff The Patient Portal Experience Improve efficiency and patient experience by ensuring you’re proficient in all things Patient Portal. In this course, you’ll get both the patient and organizational perspective on the Patient Portal - registration, task management, web scheduling setup, online check-in setup, configuration of health history forms, and uploading clinical paper forms. You’ll see firsthand the various Patient Portal sections and understand the process by which patients can check in. Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Claim Management in athenaNet If you’re someone who deals with claims, this class can give you insight into the claim management process from entering charges to resolving potential problem claims. Examples covered in the course include creating a claim outside of the appointment workflow, a review of claim alarms, claim status inquiry and timely filing, as well as following up on outstanding patient balances. Duration: 90 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. 14 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching orkshop: Effective Task Routing W in athenaClinicals Revenue Cycle coaching Patient Engagement coaching Workshop: Introduction to Fee & Allowable Schedules This class starts by covering the difference between the Clinician and Non-Clinician views, followed by demonstrations of default task routing, task assignment overrides as well as creating practice and role specific routing. Take control of customizing how work is organized within the athenaClinicals product. Also included is discussion for troubleshooting task assignment overrides. Duration: 90 minutes athenaNet has resources to ensure your organization maximizes your reimbursement while decreasing underpayments/ overpayments. In this class, we will demonstrate the importance of procedure code modifiers in your schedules, and local allowable categories. You’ll learn how to use the reimbursement tools provided by athenahealth such as the Payment Mismatch Tracker and navigating all reporting capabilities. Duration: 90 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Intake Workflows and Impact This course will provide comprehensive details on the intake framework and its purpose as well as accessing a patient to complete an intake and reconciling patient portal data. Included in this classroom will be effective workflow techniques and their downstream impact, in order to optimize your experience in athenaNet. Duration: 90 minutes Workshop: Manage Remittance Records Every organization benefits from accurate, structured tracking of money and records coming in and out. In this class, you’ll learn how to download non-athenaNet remittance, submit remittance that you may have received at your organization, and resolve remittance records on the Remittance Required and Confirm Deposit tabs Duration: 90 minutes Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Introduction to athenaCollector Reporting Workshop: Navigate the Claim Inbox Take full advantage of athenaNet’s powerful reporting tools by taking this class, which will give you valuable information needed to successfully track and manage financial outcomes. We’ll review how and when to use athenaCollector-based reports such as the Accounts Receivable Aging Wizard, the Activity Wizard, the Zero Pay Worklist, Fully Worked Receivables, and both Report Library and Report Builder tools. Duration: 90 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Understanding the tools available to organize your claims efficiently is key to your practice’s success in athenaNet. This cllass will review how to build Custom Claim Worklists and utilize the features in the Claim Inbox. Learn how to build and implement custom worklists that fit the specific needs of your practice, and leverage performance data to effectively manage your claims. This course does not cover how to resolve claims holds. Instead, this class teaches you how to utilize the claim inbox to better organize claims and view user performance. Duration: 90 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Foundational Training / Coaching and training services 15 Foundational Training Workshop: Navigate the Clinical Inbox eLearning & Virtual Training: Training Day This foundational course training will provide knowledge necessary to complete configuration of your Clinical Inbox, understand the work-based homepage as well as demonstrating daily activities and navigation to resolve role based clinical tasks. It reviews the functionality and processes around urgent tasks, encounters and patient cases. Attendees will gain exposure to patient items such as orders, prescription, authorizations, labs/ imaging and other clinical documents. Training Day is your training kickoff event: Dedicated time to begin live training for your organization. Join other athenaNet users for live workshops where we’ll cover role-specific best practices in a secure athenaNet test environment to practice and follow along. Training Day is facilitated by an expert athenahealth trainer who can answer questions and set you up for success, as well as share what’s next in your training journey. Attending Training Day for your role counts towards your foundational training. Duration: 90 minutes Duration: 4 hours Intended audience: Clinical staff and Provider Intended audience: Admin/Clerical staff, Billing Staff, How you’ll attend: Sign up from the athenahealth learning portal Clinical Staff, Provider to attend the live event. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Registration and Scheduling Learn the most efficient ways to register and schedule in athenaNet with this hands-on workshop, designed to get you comfortable with the most common registration and scheduling workflows. Click along with an instructor as they review scheduling features and functionality, and navigate through scenarios such as: double booking, utilizing the waitlist, and multi-resource bookings. With our secure test environment, you will get first hand experience registering a new patient and accessing patient accounts. Revenue Cycle Coaching Revenue Cycle Optimization Coaching Intended audience: Admin/Clerical staff Geared toward revenue cycle managers, this engagement helps new athenahealth practices adopt best practice workflows and provides guidance and structure when developing internal workflows. This engagement covers all daily, weekly, and monthly tasks required to ensure a successful transition to athenaCollector. How you’ll attend: Sign up from the athenahealth learning portal Duration: 3 hours to attend the live event. Intended audience: Management Duration: 90 minutes How you’ll attend: Create a case on the Success Community or Workshop: The Clinical Encounter: Provider Workflow Spend less time at the computer per visit and more time with your patient by familiarizing yourself with your Clinical Encounter workflows so they become second nature. In this foundational workshop, providers will navigate along with our instructor through workflows associated with delivering a high-quality care experience for patients. You will be given access to a secure training environment to practice accessing a patient from either the encounter bucket or schedule, navigating through the exam stage of an encounter and completing the billing & sign off procedures. . Duration: 2 hours Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. contact your customer success manager to discuss opportunities. Clinical Coaching Foundational Provider Coaching: Improve Quality Performance Geared towards providers who want to become more efficient with satisfying care gaps within their encounter documentation. In this session, you will review tools and workflows within the Exam documentation to increase the number of Quality Measures satisfied. Duration: 1 hour Intended audience: Provider How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. 16 Coaching and training services / Foundational Training eLearning Virtual training On-site training Clinical coaching Revenue Cycle coaching Patient Engagement coaching Pre-Live Billing Staff End User Training Foundational Provider Coaching: Improve Document Efficiency Geared toward providers who want to improve their same day encounter close rate and decrease documentation time. In this session, providers will learn how to leverage documentation accelerators (Text Macros, Saved Findings, Order Sets, Encounter Plans) to reduce documentation clicks and keystrokes. Duration: 1 hour Geared toward billing, administrative, and clerical staff who create and work claims preparing to go live on athenaNet, this class walks you through creating and managing claims, managing remittance, and working A/R. Duration: 4 hours Intended audience: Billing staff How you’ll attend: Contact your onboarding lead/customer Intended audience: Provider success manager to discuss opportunities. How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Clinical Staff End User Training Geared toward clinical staff preparing to go live on athenaNet, in this class you will learn the patient chart, intake workflows, and how to manage incoming and outgoing tasks. Foundational Provider Coaching: Improve Clinical Workflows (Orders and Results Clinical Inbox) Duration: 4 hours Intended audience: Clinical staff Geared towards providers who want to become more efficient with managing their inbox tasks to reduce the number of days documents remain open. In this session, providers will review how to utilize workflows within the encounter to close tasks. Providers may also review how to leverage inbox features to better manage clinical inbox tasks. Duration: 1 hour How you’ll attend: Contact your onboarding lead/customer success manager to discuss opportunities. dministrative/Clerical Staff A End-User Training contact your onboarding lead/customer success manager to di Geared toward administrative staff, clerical staff, and practice managers preparing to go live on athenaNet, you’ll learn the checkin and check-out processes, how to register and schedule patients, and how to complete end of day activities. scuss opportunities. Duration: 4 hours Intended audience: Provider How you’ll attend: Create a case on the Success Community or Intended audience: Admin/Clerical staff How you’ll attend: Contact your onboarding lead/customer success manager to discuss opportunities. On-site Training Provider End User Training Geared toward providers preparing to go live on athenaNet, in this class you will learn exam and sign-off workflows and managing incoming and outgoing tasks. Your organization can choose to have this class be specialty-specific or mixed-specialty. Duration: 4 hours Intended audience: Provider How you’ll attend: Contact your onboarding lead/customer success manager to discuss opportunities. Foundational Training / Coaching and training services 17 Gaining Efficiencies Gaining Efficiencies Claims: Complex Posting While the majority of posting actions lay within athenahealth responsibility, there are many workflows that need to be understood and addressed by billing staff or management at your practice. This class will review these workflows such as moving a posted payment to a patient unapplied credit and applying a transfer to bill a secondary payer. Demonstrations include posting NSF payments, reallocating unapplied payments and claim to claim payment corrections. Duration: 1 hour Virtual classroom Check-in and Check-out Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Effective Patient Refund Management Before patients ever walk in the door and long Onsite traininger they walk out, your organization works to ensure their experience is smooth and comfortable. This class guides you through the check-in and check-out processes — how to print registration forms and locate patients on the schedule prior to check-in; collect copays and outstanding balances during check-in; create a follow-up appointment during check-out and create a claim Onsite traininger check-out. Demonstration will also cover the eligibility and phone list and reconciling time of service (TOS) money. Implementing a strong patient refund policy is key to building and maintaining patient relationships. In this course you will learn about refund policies and the patient refund process. Demonstrations include reviewing available reporting and tools in athenaNet, use of the billing worklist, issuing check refunds and individually refunding a patient. Duration: 1 hour How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Admin/clerical staff Duration: 1 hour Intended audience: Billing staff and Management to attend the live event. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Claim Management in athenaNet If you’re someone who deals with claims, this class can give you insight into the claim management process from entering charges to resolving potential problem claims. Examples covered in the course include creating a claim outside of the appointment workflow, a review of claim alarms, claim status inquiry and time-ly filing, as well as following up on outstanding patient balances. Duration: 1 hour Intended audience: Billing staff Effective Task Routing in athenaClinicals This class starts by covering the difference between the Clinician and Non-Clinician views, followed by demonstrations of default task routing, task assignment overrides as well as creating practice and role specific routing. Take control of customizing how work is organized within the athenaClinicals product. Also included is discussion for troubleshooting task assignment overrides. Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Intake Workflows and Impact This course will provide comprehensive details on intake framework and its purpose as well as accessing a patient to complete an intake and reconciling patient portal data. Included in this classroom will be effective workflow techniques and their downstream impact, in order to optimize your experience in athenaNet. Duration: 1 hour Intended audience: Clinical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. 18 Coaching and training services / Gaining Efficiencies eLearning Virtual training On-site training Clinical coaching Introduction to athenaCollector Reporting Revenue Cycle coaching Patient Engagement coaching Manage Unpostables Take full advantage of athenaNet’s powerful reporting tools by taking this class, which will give you valuable information needed to successfully track and manage financial outcomes. We’ll review how and when to use athenaCollector-based reports such as the Accounts Receivable Aging Wizard, the Activity Wizard, the Zero Pay Worklist, Fully Worked Receivables, and both Report Library and Report Builder tools. This class will provide an overview of unpostables, or remittance records, including definition, identification and best practice recommendations for success. You will learn the orientation of a remittance record including the key types used in athenaNet as well as how to navigate the unpostable and correspondence dashboards. Duration: 1 hour Intended audience: Billing staff and Management Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal Duration: 1 hour How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. to attend the live event. Introduction to Clinical Paper Forms athenahealth’s document management model allows you to create, modify, and maintain clinical paper forms, giving your organization flexibility and oversight in this key element of any practice. This class will introduce you to this model and teach you how to modify existing forms and letters, create and upload new forms and letters, and review HTML and supported file formats for different functions of each clinical paper form. Duration: 1 hour Intended audience: Provider and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Managing Authorizations in athenaCollector Some health insurance payers require work on the front end before a patient can be seen or a claim submitted. athenaNet provides tools, such as the authorization worklist to assist navigating through the associated workflows. This course covers the differences between authorizations, pre-certifications and referrals. Demonstrations will take you through work such as adding an incoming authorization to a patient account, creating outgoing authorizations as well as detailed examples covering both incoming and outcoming work on the authorization worklist. You will also learn how to associate authorizations to scheduled appointments. Duration: 1 hour Intended audience: Admin/Clerical staff, Billing staff and Management Introduction to Fee & Allowable Schedules athenaNet has resources to ensure your organization maximizes your reimbursement while decreasing underpayments/ overpayments. In this class, we will demonstrate the importance of procedure code modifiers in your schedules, and local allowable categories. You’ll learn how to use the reimbursement tools provided by athenahealth such as the Payment Mismatch Tracker and navigating all reporting capabilities. Duration: 1 hour Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Workshop: Manage Remittance Records Every organization benefits from accurate, structured tracking of money and records coming in and out. In this class, you’ll learn how to download non-athenaNet remittance, submit remittance that you may have received at your organization, and resolve remittance records on the Remittance Required and Confirm Deposit tabs. How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Navigate the Claim Inbox Understanding the tools available to organize your claims efficiently is key to your practice’s success in athenaNet. This cllass will review how to build Custom Claim Worklists and utilize the features in the Claim Inbox. Learn how to build and implement custom worklists that fit the specific needs of your practice, and leverage performance data to effectively manage your claims. This course does not cover how to resolve claims holds. Instead, this class teaches you how to utilize the claim inbox to better organize claims and view user performance. Duration: 1 hour Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Duration: 90 minutes Intended audience: Billing staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Gaining Efficiencies / Coaching and training services 19 Gaining Efficiencies Navigate the Clinical Inbox Quality Reporting in athenaNet This foundational course training will provide knowledge necessary to complete configuration of your Clinical Inbox, understand the work-based homepage as well as demonstrating daily activities and navigation to resolve role based clinical tasks. It reviews the functionality and processes around urgent tasks, encounters and patient cases. Attendees will gain exposure to patient items such as orders, prescription, authorizations, labs/ imaging and other clinical documents. Whether you’re an expert at managing complicated quality measures or you’ve never touched those workflows before, you’ll benefit from this course on quality reporting in athenaNet. We’ll teach you how to manage controlled clinical guidelines, how to run patient risk score reports and all about performance tracking to assess and close care gaps. Demonstrations will also cover the MIPS dashboard, P4P dashboard, quality program payments, and HCC risk adjustment. Duration: 1 hour Duration: 1 hour Intended audience: Clinical staff and Provider Intended audience: Clinical staff and Management How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. to attend the live event. Navigate the Posting Process In this class, you’ll gain an understanding in patient unapplied or prepayment money, initiating a copay transfer and working a voided charge unpostable. Also included in this demonstration is understanding how athenahealth processes and posts payments with the goal to reduce your outstanding A/R as well as how deposit and payment batches are utilized in athenaNet. Duration: 1 hour Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Registration and Scheduling This class provides you with the knowledge to save time and effort by making you a proficient at registration and scheduling within athenaNet. During an overview of the scheduling features and functionality, you will learn how to navigate scenarios such as double booking, utilizing the waitlist and even multi-resource bookings. Demonstrations for registration workflows includes registering a new patient and accessing patient accounts. Duration: 1 hour Intended audience: Admin/Clerical staff How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Navigating Claim Resubmissions: Corrected Claims and Appeals in athenaNet Resubmitting claims, through either correction or appeal, is a difficult but financially impactful workflow. This course will provide the knowledge necessary to navigate through submitting corrected claims and appeals. Demonstrations will include working corrected claims or appeals after a payer denial, correcting a claim after a payer has paid, requesting a reprocess of a claim as well as requesting for assistance from athenahealth. Also included is a discussion around common mistakes and their impacts and of course best practices for both workflows. Duration: 1 hour Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. 20 Coaching and training services / Gaining Efficiencies The Clinical Encounter: Provider Workflow During this course, providers will become familiar with the workflows associated with delivering a high-quality care experience for a patient. Users will receive a demonstration on how to access a patient from either the encounter bucket or schedule, navigate through the exam stages of an encounter and complete the billing and sign off procedures. Duration: 90 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. eLearning Virtual training On-site training Clinical coaching Understand Clinical Templates Revenue Cycle coaching Patient Engagement coaching Workshop: Manage Unpostables Own your clinical templates with this class on the foundational concepts of clinical and point of care result templates. From creation and modification to managing a diverse library of structured and procedure templates, you’ll learn best practices to add, edit or apply templates to encounters. This class requires Clinicals Admin: PE/ROS/ HPI/TI Templates and Clinicals Admin: Other Templates permissions in athenaClinicals. This class will provide an overview of unpostables, or remittance records, including definition, identification and best practice recommendations for success. You will learn the orientation of a remittance record including the key types used in athenaNet as well as how to navigate the unpostable and correspondence dashboards. Duration: 90 minutes Intended audience: Billing staff and Management Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal Duration: 90 minutes How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. to attend the live event. Understand Communicator-All About the Patient Outreach Managing Authorizations in athenaCollector Intended audience: Management Some health insurance payers require work on the front end before a patient can be seen or a claim submitted. athenaNet provides tools, such as the authorization worklist to assist navigating through the associated workflows. This course covers the differences between authorizations, pre-certifications and referrals. Demonstrations will take you through work such as adding an incoming authorization to a patient account, creating outgoing authorizations as well as detailed examples covering both incoming and outcoming work on the authorization worklist. You will also learn how to associate authorizations to scheduled appointments. How you’ll attend: Sign up from the athenahealth learning portal Duration: 90 minutes Get insight into automated patient outreach to ensure that your organization is in control of how your patients receive and respond to these messages. You’ll explore in detail the administrative set-up of ReminderCall, Order Reminders, and ResultsCall. You’ll also learn how to report automated outreach at a patient and organizational level. Duration: 1 hour to attend the live event. Intended audience: Admin/Clerical staff, Billing staff and Management Understanding Takebacks and Insurance Refunds in athenaNet How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. During this course, you will gain confidence and a thorough understanding of athenahealth’s global readjudication and insurance refund workflows. The session also includes best practices for these financial impacting workflows. Demonstrations cover the required steps in the processes to complete insurance refunds and navigate through the remittance records of the takeback/recoupment process. Duration: 90 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to attend the live event. Gaining Efficiencies / Coaching and training services 21 Optimizing Workflows Optimizing Worflows Increase Quality Performance Geared toward clinical operation leaders who want to optimize their measure enrollment, improve clinical workflows to maximize quality performance, and identify and improve quality performance issues. This offering covers measure enrollment, measure performance, pay for performance and MIPS dashboard use. This engagement is tailored to clients who have been live for a minimum of 3 months and must engage prior to November 1st for current year submission optimization. Duration: 1 hour Clinical Coaching Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Improve Clinical Task Workflows Geared toward operational leaders who want to optimize their management of the clinical inbox, this offering coaches you on how to appropriately configure and manage the clinical inbox, process documents, and utilize TAOs, organization roles, and order alarms, in order to increase clinical staff efficiency and decrease your days documents open performance. Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Increase Template Adoption Geared toward clinical operation leaders who want to align templates across their organization to encourage templated encounter completion to increase efficiency and adherence to policy. This offering covers Point of Care Tests and Structured Templates. Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Improve Documentation Efficiency Geared toward clinical operation leaders who want to increase the speed and efficiency of clinical documentation. This offering covers Encounter Plans, Order Sets, Text Macros and Charge Integration (procedure type and template mapping). Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Provider Coaching Optimization: Advanced Clinical Inbox Management Geared towards providers in smaller organizations (5 providers or less) who want to become more efficient with their organization’s management of inbox tasks to reduce the number of days documents remain open. In this session, providers will learn how to assign ownership of practice roles, leverage Task Assignment Overrides based on practice workflows, as well as institute other inbox features to better manage clinical inbox tasks. *Must have Clinical Admin access to engage Duration: 1 hour Intended audience: Provider How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. 22 Coaching and training services / Optimizing Workflows eLearning Virtual training On-site training Clinical coaching Provider Coaching Optimization: Charge Integration Revenue Cycle coaching Patient Engagement coaching Provider Coaching Optimization: OB Lab Mapping Geared towards providers in smaller organizations (5 providers or less) who want to streamline the review and input of codes on the encounter Billing Tab. In this session, providers will learn how to navigate the Order Type and Procedure Template Mapping page in Clinicals Admin table. They will additionally implement or update the mapping of Orders and Procedures based on their organizations workflows. *Must have Clinical Admin access to engage Duration: 1 hour Geared towards providers in smaller organizations (5 providers or less) who want to understand the benefit of OB Lab Mapping to streamline entering results into the OB Episode. In this session, providers will learn how to map the facility and results to an OB Episode and utilize the OB Lab Mapping Report to identify mapping discrepancies. *Must have Clinical Admin access to engage. Must have interfaces set up and it is recommended that practice be receiving interfaced results prior to the engagement. Duration: 1 hour Intended audience: Provider Intended audience: Provider How you’ll attend: Create a case on the Success Community How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. or contact your onboarding lead/customer success manager to discuss opportunities. Provider Coaching Optimization: Clinical Paper Forms and Correspondence Geared towards providers in smaller organizations (5 providers or less) who want to learn how to manage their organization’s Clinical Paper Forms and correspondence. In this session, providers will view the existing forms set up for the practice, identify missing forms and forms that need to be corrected. Coaches will assist with simple HTML edits, uploading new forms, verify the Outgoing Correspondence letterhead currently set up, and if desired, evaluate the need for Letter Defaults. Provider Coaching Optimization: Patient Portal Health Forms *Must have Clinical Admin access to engage Geared towards providers in smaller organizations (5 providers or less) who want to understand how to leverage the Patient Portal Health Forms to streamline patient history intake workflows. In this session, providers will learn how to configure specific appointment type Patient Portal Health Forms based on Health History sections to capture patient information. Providers will also learn how to add new or alter existing Clinical Paper Forms to capture patient signatures prior to check-in. Duration: 1 hour *Must have Clinical Admin access to engage Duration: 1 hour Intended audience: Provider Intended audience: Provider How you’ll attend: Create a case on the Success Community How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. or contact your onboarding lead/customer success manager to discuss opportunities. Provider Coaching Optimization: Health History Provider Coaching Optimization: Structured Template Editing Geared towards providers in smaller organizations (5 providers or less) who want to learn how to manage the configuration of the Health History sections (Social History, GYN, History, Past Medical History, Family History) to accurately capture information in a structured format. In this session, coaches will discuss the Health History questions that can potentially satisfy select Quality Measures. Geared towards providers in smaller organizations (5 providers or less) who want to master configuring their practice’s Structured Templates for HPI, ROS, PE, and Test Interpretation sections. In this session, providers will be coached on copying templates from the Global Library, discuss the implications of altering templates, and practice editing existing templates. *Must have Clinical Admin access to engage Duration: 1 hour Duration: 1 hour Intended audience: Provider Intended audience: Provider How you’ll attend: Create a case on the Success Community How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. or contact your onboarding lead/customer success manager to discuss opportunities. Optimizing Workflows / Coaching and training services 23 Optimizing Workflows Provider Coaching Quality Optimization: CCM Patient panel identification, consent and eligibility, reporting opportunities, tools for performance management - identifying CCM related revenue, Care Plan opt-in. Must be participating in the care management program. Patient Engagement Coaching Decrease Patient No-Shows Duration: 1 hour Intended audience: Provider and Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Provider Coaching Quality Optimization: Quality Measure Satisfaction Workflows Geared towards providers in smaller organizations (5 providers or less) who want to become more efficient with satisfying care gaps within their encounter documentation. In this session, providers will review patient-specific Quality Measures in the chart and determine the best workflow to satisfy various care gaps. Providers will learn how to leverage tools to determine understand the care gaps purpose and satisfaction requirements. Coaches will assist provider with creating a plan to address satisfying measures. *Must have Clinical Admin access to engage Duration: 1 hour Intended audience: Provider How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Geared toward operational leaders who want to optimize their organization’s appointment management, this course coaches you on how to enable ReminderCall across practice(s), evaluate ReminderCall set-up on multiple pages (instructional message mapping, instructional messages, and greetings), and evaluate display names in order to decrease patient no-show rate. Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Increase Online Payments Geared toward operational leaders who want to optimize their organization’s self-pay A/R and A/P management, this course coaches you on how to implement self-pay reminder settings, evaluate brand display names/numbers on the patient communication-content management page, and manage dunning messages when necessary in order to increase the dollar amount from online payments. Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Provider Coaching Quality Optimization: TCM Identify inpatient discharge summaries through a TAO, tools for performance management - identify TCM revenue, identify enrolled patients, using Patient Cases to document non face to face care. Must be particiapting in the care management program. Duration: 1 hour Intended audience: Provider and Management How you’ll attend: Create a case on the Success Community or contact your onboarding lead/customer success manager to discuss opportunities. Increase Patient Portal Adoption Geared toward operational leaders who want to optimize their organization’s patient engagement, this course coaches you on how to manage portal settings and portal registration in order to increase portal adoption rates, email collection rates, and portal epayments. Duration: 3 hours Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. 24 Coaching and training services / Optimizing Workflows eLearning Virtual training On-site training Clinical coaching Increase Schedule Yield — Patient Outreach Revenue Cycle coaching Patient Engagement coaching Revenue Cycle Coaching Geared toward operational leaders who want to optimize their organization’s appointment management, this offering coaches you on how to manage the following areas: GroupCall settings, GroupCall Campaigns (Standard, Custom, Population Health and Automated Wellness Outreach), updating caller ID display names/ numbers, and editing greetings for phone calls. This course and coaching are geared toward communicating with you patients to keep your schedules full. Geared toward operational leaders who want to optimize their organization’s self-pay A/R and A/P management, this offering coaches you on how to manage patient credit and create and manage refund policies in order to decrease the number and dollar amount of outstanding patient refunds. Duration: 3 hours Duration: 1 hour Intended audience: Management Intended audience: Management How you’ll attend: Create a case on the Success Community or How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Increase Schedule Yield — Schedule Configuration Decrease Patient Credit and Refunds contact your customer success manager to discuss opportunities. Decrease Patient Days in A/R Geared toward operational leaders who want to optimize their organization’s self-pay A/R and A/P management, this offering coaches you on how to create collections and bad debt policies, manage collections worklists, and send patients to collections in order to decrease Client Days in A/R — COLLECT turnaround time. Geared toward operational leaders who want to optimize their organization’s appointment management, this offering coaches you on how to manage the following areas: Schedule Configuration, Appointment availability optimization, web scheduling, and schedule density planning. This course and coaching is geared toward designing schedules to optimize the flow of patients through your practice. Duration: 1 hour Intended audience: Management How you’ll attend: Create a case on the Success Community or Duration: 2 hours contact your customer success manager to discuss opportunities. Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Patient Engagement Optimization Coaching Practice Administrators will learn how to manage Communicator functions such as Patient Portal settings, secure messaging, selfcheck-in, automated messaging, and web scheduling to provide a customized and efficient patient experience. While Best Practice Management engagements are not a substitute for training, they will help practice leadership identify tasks that require daily attention, review best practice recommendations for settings, and learn what reporting to monitor routinely. Decrease Payer Days in A/R Geared toward operational leaders who want to optimize their organization’s remittance management, this offering coaches you on how to manage the unpostable and correspondence dashboards and how to implement best practices in order to decrease volume of open remittance records and decrease A/R associated with missing remittance or money. Duration: 2 hours Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Duration: 2–3 hours Intended audience: Admin/clerical staff and Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities. Optimizing Workflows / Coaching and training services 25 Optimizing Workflows Increase Patient Pay Yield Manage Financial Reconciliation Geared toward operational leaders who want to optimize their organization’s self-pay A/R and A/P management, this offering coaches you on how to create and implement standard payment plan types, implement time-of-service (TOS) collections workflows, and implement and manage credit card agreements in order to increase payments from payment plans, increase TOS outstanding balance collection rate, increase TOS copay collection rate, and increase credit card payments. Geared toward operational leaders who want to optimize their organization’s financial reconciliation and reporting processes, this offering coaches you on how to reconcile TOS payment batches, create deposit batches, establish a refund process, and monitor US Bank and local bank accounts in order to decrease the number of payment batches not in deposit batches and the number in deposit batches with unknown bank accounts. Duration: 2 hours Intended audience: Management Intended audience: Management How you’ll attend: Create a case on the Success Community or Duration: 2 hours How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities contact your customer success manager to discuss opportunities. Increase Payer Yield Geared toward operational leaders who want to optimize their organization’s payer A/R and A/P management, this offering coaches you on how to manage the missing slips worklist, the claim worklists, and fully worked receivables in order to decrease charge entry lag, decrease client days in A/R, and decrease HOLD and MGRHOLD turnaround time. Duration: 2 hours Intended audience: Management How you’ll attend: Create a case on the Success Community or Revenue Cycle Optimization Coaching Geared toward revenue cycle managers, this engagement helps new athenahealth practices adopt best practice workflows and provides guidance and structure when developing internal workflows. This engagement covers all daily, weekly, and monthly tasks required to ensure a successful transition to athenaCollector. Duration: 3 hours Intended audience: Management How you’ll attend: Create a case on the Success Community or contact your customer success manager to discuss opportunities contact your customer success manager to discuss opportunities 26 Coaching and training services / Optimizing Workflows eLearning Virtual training On-site training Clinical coaching Supplemental Training Revenue Cycle coaching Patient Engagement coaching CLAD 100: Optimize History/Intake Forms and Templates Data you collect from patients is stored in various forms and templates. Discover how you can optimize those forms and templates to meet your organization’s specific needs. Choose what fields and questions are displayed on forms and in what order. If your organization has multiple specialties, you can even fine-tune fields and questions by specialty. Take advantage of athenaNet’s library of questions, fields, and templates to get a head start, and then add your own custom questions or templates as needed. Duration: 40 minutes eLearning Intended audience: Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. BMGT 110: Creating Corporate and Legal Contracts CLAD 125: Accelerate Order Processing This course will teach you how to create Corporate and Legal contracts as Locally Administered Insurance Packages (LAIPs). Once you learn how to create LAIPs, you will learn how to manage corporate accounts through adding and editing basic demographic, billing, and contact information. Duration: 30 minutes Significantly reduce the number of clicks and data entry required by staff when they create orders and record test results. Learn how to configure order sets so staff can create and submit multiple orders with just a few clicks. Then find out how to design office order types to streamline how staff record point-of-care test results. Duration: 30 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Management and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. BMGT 120: Manage Capitation Payments and Claims Managing capitation contracts, tracking capitation payments, and manually adjusting charges for services covered under capitation contracts can sometimes be a time-consuming and error-prone process. In this course, learn how to employ ready-to-use tools and reports to manage your capitation contracts and automate claim adjustments. Duration: 30 minutes CLAD 130: Configure Tasks for Better Visibility and Customized Routing Set up athenaNet so tasks and documents aren’t missed by staff, and are always routed to the right people. Learn how to create and use Practice Roles and Task Assignment Overrides (TAOs). Duration: 20 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Billing staff and Management to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Supplemental Training / Coaching and training services 27 Supplemental Training CLAD 140: Configuring Patient Locations, Encounter plans, and Mapping Orders to Procedures In this course you will learn how to configure patient locations, map order types to procedure codes, and configure encounter plans. Configuring these in Clinicals Admin in athenaNet during implementation or as soon as possible can help encounters and documentation run more efficiently, freeing up providers in your practice to do what matters — spend more time with patients, and less time in the EMR. Duration: 30 minutes Intended audience: Management CLBX 130: Incoming Clinical Documents: Review Labs, Imaging/Diagnostic Results, and Consult Notes In this course you will learn how to review and work incoming clinical documents. On completing the course you will be able to review lab results, imaging/diagnostic results, consult notes and other clinical documents. Duration: 25 minutes Intended audience: Clinical staff and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. How you’ll attend: Sign up from the athenahealth learning portal CLBX 150: Review and Work Incoming Administrative Documents to watch the module. CLAD 160: Time Savers for Providers In this course you will learn how to configure the provider’s digital signature, manage order delegation, and create text macros. Use these features to improve your efficiency in athenaNet. Duration: 15 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. In this course you will learn how to review and process administrative documents in the clinical inbox, review and process appointment requests, and schedule surgeries and procedures. Duration: 20 minutes Intended audience: Admin/Clerical staff, Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLBX 190: Upload Document Batch, Print Barcodes, and Fax Splitter Sheets CLBX 100: Inbox Overview: Inbox Basics In this course you’ll learn what the clinical inbox is and how to use it. On completing the course you will be able to configure and navigate the clinical inbox; manage task buckets in the clinical inbox. Duration: 25 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLBX 120: Incoming Clinical Documents: Patient Cases In this course you will learn how to review and work incoming clinical documents. On completing the course you will be able to create and take action on patient cases. Duration: 20 minutes Intended audience: Clinical staff and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. In this course you will learn how to upload, print and fax documents in batches. Processing documents in batches will help your practice more efficiently process multiple documents. Duration: 15 minutes Intended audience: Admin/Clerical staff How you’ll attend: Register from your Learning Portal to view this module. CLMS 100: Life Cycle of a claim A claim created in athenaNet goes through several key steps known as its life cycle. In this course you will be introduced to the key steps from opening to closing a claim. Duration: 5 minutes Intended audience: Admin/Clerical staff, Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 28 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching CLMS 150: Introduction to Unpostables and the Correspondence Dashboard Occasionally, remittance is recieved that requires manual review from athena or a member of your staff before posting can be completed. In this course, you will learn the basics of accessing and resolving common unpostable and correspondence records. Duration: 30 minutes Revenue Cycle coaching Patient Engagement coaching CTAD 110: Order Groups In this course, you will learn what an order group is and to use it to create orders, follow-ups and letters outside the encounter. Duration: 15 minutes Intended audience: Clinical staff and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Admin/Clerical staff, Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CLMS 160: Manage Remittance athenahealth’s remittance dashboard provides a place to manage and resolve some of your most common unpostables quickly and efficiently. In this course, you will learn how to access and resolve common unpostable records, access and download your non-athena remittance and submit remittance to athena for posting all via the Remittance Dashboard. Duration: 27 minutes CTAD 120: Review the Patient Chart — Non Clinical In this course, you learn how to review the Patient Chart including, how to view and edit patient information in the chart and master chart navigation. Learning how to navigate the Patient Chart will help you understand the overall patient story and efficiently document the encounter. Duration: 10 minutes Intended audience: Admin/Clerical staff, Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. CMGT 130: Corporate Invoice Dashboard and Corporate Posting This course will teach you how to manage your corporate invoices along with learning how to post payments made by your corporate accounts. To accomplish these tasks, we will navigate through the Corporate Invoice Dashboard and the Corporate Posting page. Then, we will learn more about each specific workflow. PTEG 110: Secure Messaging In this course, you will learn about the benefits of communicating with patients via the Patient Portal using Secure Messaging. At the completion of this course, you will be able to instruct patients on sending and receiving messages on the Patient Portal, send and retrieve messages from patients, and set up task assignment overrides. Duration: 28 minutes Intended audience: Admin/Clerical staff,Billing staff, Clinical staff, Management, and Provider Duration: 20 minutes How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Billing staff and Management to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTEG 120: Live Operators CTAD 100: Send Chart Information In this lesson you will learn how to export a patient chart from athenaClinicals.You will also learn how to create, customize and send a chart export. Duration: 10 minutes Duration: 8 minutes Intended audience: Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. In this course, you will be introduced to the athenaCommunicator Live Operator service. If you are a manager, this will help you determine which services you would like to make live operators available for. If you aren’t a manager, then this will help provide you with context in case patients refer to or ask you questions about the Live Operators service. Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Supplemental Training / Coaching and training services 29 Supplemental Training PTEG 130: Patient Self Check-in Overview In this course, you will learn about out-of-office and in-office self check-in, the patient workflow, and where to find information from self check-in in athenaNet. This will help you assist patients and manage information updated by the patient during self check-in. Duration: 25 minutes Intended audience: Admin/Clerical staff ,Billing staff PTEG 170: Web Scheduling Setup Web scheduling can help increase patient satisfaction, schedule yield, and reduce the work load of scheduling staff by allowing patients to book appointments through the Patient Portal. In this course, you will learn how Web scheduling works and how to set it up so that it is most effective. Duration: 30 minutes and Management Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. PTEG 140: Patient Self Check-in Setup Do you want to enable patients to self check-in for their appointments? Take this course to find out what configuration options are available for in-office check-in vs. out-of-office check-in. Learn which enablement steps you are responsible for vs. those that must be done by athenahealth personnel. Duration: 25 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTOU 105: Introduction to Patient Outreach Setup It is important to set up greetings and contact information in athenaCommunicator messaging correctly so that patients recognize who the messages are from. In this course, you will learn how to edit the contact information that appears in athenaCommunicator messaging and how to set up phone call greetings. Duration: 25 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal PTEG 150: Monitoring Patient Engagement This course will provide an overview of how to generate specific reports in athenaNet that will help you to understand the overall success and activity of your practice. You’ll learn how to run reports that monitor patient engagement with your practice. Duration: 20 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. PTOU 115: Appointment Outreach Setup Manage Electronic Prescriptions for Controlled Substances (EPCS) — Part 1 is a prerequisite to this course. It provided an overview of EPCS and introduced you to the team members who participate in the EPCS enrollment process. The goal of this course (Part 2) is for you to learn the details of your specific role(s) in the EPCS enrollment process. Duration: 20 minutes Intended audience: Management PTEG 160: Web Scheduling Overview Web scheduling allows patients to book appointments through the Patient Portal by viewing and selecting appointment slots in real time. Web scheduling can help increase patient satisfaction, schedule yield, and reduce the work load of scheduling staff. In this course, you will learn more about Web scheduling benefits, the patient experience, and how to monitor Web scheduling in athenaNet. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Duration: 25 minutes Intended audience: Admin/Clerical staff, Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 30 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching PTOU 120: Automated Wellness Outreach Overview Patient Engagement coaching PTOU 125: Automated Wellness Outreach Setup Automated wellness outreach (AWO) provides enhanced population health messaging to athenaOne organizations. In this course, you will learn about the Automated Wellness Outreach service, what AWO messages look like, the different ways AWO appointments can be scheduled, and how to report on AWO. This course will provide you with the tools to communicate with patients more effectively about AWO messaging, draw conclusions about AWO functionality, and measure and act towards feature success. Duration: 25 minutes Automated wellness outreach (AWO) provides enhanced population health messaging to athenaOne organizations. It must be configured by the Client Support Center (CSC), but it is up to you to choose which care gaps you would like to address and make them available for use by AWO. This course outlines the steps you should take to prepare for AWO configuration: choose care gaps, make them available for AWO, evaluate the message settings set up by athenahealth to make sure they fulfill your needs, and enable web scheduling for AWO appointments (optional). Duration: 10 minutes Intended audience: Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Revenue Cycle coaching Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Supplemental Training / Coaching and training services 31 Supplemental Training PTOU 130: Introduction to Patient Outreach Campaigns In this course, you will be introduced to the types of GroupCall campaigns and the tools used to edit settings for a few GroupCall campaigns (population health, health awareness, and custom campaigns.) You will also be shown how to activate GroupCall. Duration: 12 minutes Intended audience: Admin/Clerical staff, Clinical staff, and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTOU 145: Order Communications In this course, you will learn about the athenaCommunicator feature Order Reminders, which reminds patients of unfilled orders and refers them to the Patient Portal to review the orders. This course reviews the benefits of order reminders, a quick overview of how an order reminder is sent, and the patient workflow for responding to an order reminder. Use the information learned in this course to understand how order reminders affect the practice and better explain the order reminder process to patients. Duration: 18 minutes Intended audience: Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTOU 135: Standard Patient Outreach Campaigns Un this course, you will learn about standard GroupCall campaigns, their purpose, and how actions in athenaNet activate them. This course will help you communicate effectively with patients regarding messages they receive. You will also be able to identify when and why these campaigns are automatically sent to patients so you may troubleshoot, if necessary. Standard GroupCall campaigns include: Appointment No Shows, Appointment Ticklers, Cancellation, Immediate Cancellation, Portal Adoption, and Weather campaigns. PTOU 150: Results Communications In this course, you will learn about the athenaCommunicator feature ResultsCall, which notifies the patient their test results have been posted to the Patient Portal. This course will assist you with understanding how ResultsCall messaging is sent, how the feature integrates with clinical staff workflows, how to describe the patient workflow to patients, and how to configure settings (for managers). Duration: 15 minutes Duration: 30 minutes Intended audience: Clinical staff, Management, and Provider Intended audience: Admin/Clerical staff, Clinical staff, How you’ll attend: Sign up from the athenahealth learning portal and Management to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTOU 140: Health and Custom Patient Outreach Campaigns In this course, you will learn about Population Health campaigns, Health Awareness campaigns, and Custom campaigns. Understanding each campaign and how to run it will help you close care gaps, raise awareness about health topics, and communicate with patients regarding topics not covered by other campaign types. PTOU 155: Online Payments and Billing Outreach: Patient Portal and Guest Payments In this course, you will be introduced to two online payment and billing outreach services that help you get paid faster: Patient Portal Payments and Guest Payments. You will learn how to support patients using these services and determine any customization necessary within your practice. This course is for clients who have the athenaCommunicator service. Duration: 30 minutes Duration: 30 minutes Intended audience: Admin/Clerical staff, Billing staff Intended audience: Clinical staff and Management and Management How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. 32 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching PTOU 156: Online Patient Payments Revenue Cycle coaching Patient Engagement coaching PTVT 110: Intake: Reason for Visit, Patient Preferences, Taking Vitals, and Medications and Vaccines In this course, you will be introduced to two online payment services that help you get paid faster: Guest Payments and the QuickPay Portal. You will learn how to support patients in using these services. This course is meant for clients who have athenaCollector and do not have the athenaOne/ athenaCommunicator services. Intended audience: Admin/Clerical staff, Billing staff Intake is an opportunity to gather information about the patient to prepare for their visit. In this course you will learn how to complete the beginning stages of Intake in the Clinical Encounter including documenting a Reason for Visit, setting up patient preferences such as preferred pharmacy, taking vitals, and reviewing and documenting allergies, medications, and vaccines. and Management Duration: 25 minutes How you’ll attend: Sign up from the athenahealth learning portal Intended audience: Clinical staff and Management Duration: 25 minutes to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. PTOU 160: Online Payments and Billing Outreach: QuickPay Portal and Self-Pay Reminders In this course, you will be introduced to some of the online payment and billing outreach services that help you get paid faster including the QuickPay Portal and Self-Pay Reminders. You will learn how to support patients in using these services, troubleshoot their problems, and determine any customization necessary within your practice. This course is for clients who have the athenaCommunicator service. Duration: 30 minutes PTVT 120: Intake: Review Patient Health History, Document Procedures, and Enter Orders In this course you will learn how to complete Intake documentation including reviewing and documenting allergies, medications, and vaccines. You will also learn how to review and document patient health history, History of Present Illness (HPI), and Review of Systems (ROS). Duration: 30 minutes Intended audience: Admin/Clerical staff and Management Intended audience: Admin/Clerical staff, Billing staff How you’ll attend: Sign up from the athenahealth learning portal and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. PTVT 130: Intake: Procedure Documentation and Ordering PTOU 165: Viewing Patient Outreach This course describes how to view outreach sent to an individual patient or patients across your practice. You may need to view patient outreach to update a patient’s messaging preferences, check if they opened a result, or determine if messages are going out for a campaign, outstanding balance, or other athenaCommunicator service. Duration: 20 minutes In this course you will learn how you can document prodecures, place orders, and enter results during Intake. Duration: 15 minutes Intended audience: Clinical staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Admin/Clerical staff, Billing staff, Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Supplemental Training / Coaching and training services 33 Supplemental Training QMGT 160: Quality Measures Tab for Managers This course will teach you how the Quality tab provides point-ofcare alerts to a provider for all the patient’s gaps in care. The gaps in care are linked to quality measures, such as Adult Preventive Care Guidelines and Cardiac Care Guidelines, as well as any government or payer quality program in which the provider is participating. The Quality tab drives accountability and quality performance. RPTS 120: Report Library and Report Builder This course will teach you how to navigate the Report Library so that you can become familiar with how to operate within the library. In addition to the data stored within the pre-made reports in the Report Library, we will address using data to build custom reports. Building custom reports will help gauge your practice’s performance and identify issues that help make strategic decisions. Duration: 25 minutes Duration: 12 minutes Intended audience: Billing staff and Management Intended audience: Admin/Clerical staff, Clinical staff, How you’ll attend: Sign up from the athenahealth learning portal and Management to watch the module. How you’ll attend: Sign up from the athenahealth learning portal to watch the module. QMGT 170: Quality Measures Tab for Provider SCAD 100: Schedule Configuration This course will teach you how to implement basic schedule configurations that will serve as the foundation to building and maintaining practice schedules. This course will teach you how to interpret and take action within the Quality Tab within athenaNet. The Quality tab provides point-of-care alerts to a provider for all the patient’s gaps in care. The gaps in care are linked to quality measures, such as Adult Preventive Care Guidelines and Cardiac Care Guidelines, as well as any government or payer quality program in which the provider is participating. The Quality tab drives transparency, accountability, and quality performance. Duration: 20 minutes Duration: 15 minutes This course will teach you how to identify the schedule templates required to meet a provider’s availability and then successfully build practice schedules. Intended audience: Admin/Clerical staff,Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the module. Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. SCAD 110: Build Practice Schedules Duration: 25 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal RPTS 110: A/R Aging Wizard and Activity Wizard The A/R Aging Wizard and the Activity Wizard financial reporting tools will provide additional insight into billing and patient information that help identify potential financial issues. Duration: 30 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. to watch the module. SCAD 120: Modify Practice Schedules This course adds to what your learned in Build Practice Schedules. It will teach you how to modify practice schedules, so you are prepared to make necessary schedule changes as well as how to fix common errors in schedule creation. Duration: 18 minutes Intended audience: Management How you’ll attend: Sign up from the athenahealth learning portal to watch the module. 34 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching SCAD 130: Maintain Practice Schedules This course describes how to edit provider schedules in instances where you need to make a schedule change for a short period of time. After this period of time, the schedule will continue using the originally applied template. Some examples include: deleting appointments slots for the second half of a day, moving appointments to another provider, planning for a provider’s vacation, or changing a provider’s hours on Friday for one month. Revenue Cycle coaching Patient Engagement coaching athenaOne® Medical Coding Services: Best Practices for Specialty and Specialized Workflows How you’ll attend: Sign up from the athenahealth learning portal This course provides coding and documentation best practice recommendations to subscribers of the athenaOne Medical Coding Service. Information included will assist in reducing coding related or coding-documentation related denials, streamline practice work related to sending and resolving work items as well as how best to communicate with the medical coding team. Specialties covered include OB, Family Medicine, Vaccine Administration, Telehealth, Care Plan Oversight and Remote Patient Monitoring. to watch the module. Duration: 30 minutes Duration: 30 minutes Intended audience: Admin/Clerical staff, Management Intended audience: Billing staff, Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal Virtual classroom to watch the on-demand. Advanced Clinical Workflows: Orthopedics Everyone wants to make their organization more efficient. In this course, orthopedic or physical therapy providers and clinical staff will learn to speed up documentation time and become proficient in utilizing the “One-Stage Visit. Duration: 1 hour Intended audience: Clinical staff and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. athenaOne® Enhanced Claim Resolution Service athenaOne® Mobile Using new technology can be a big adjustment - but this training course is here to help! By watching this on-demand, you will learn how to navigate the app, as well as gain insight on the positive impact it can have on you and your patients’ experience! With the new Encounter Prep workflow, you can get to know the patient and begin documenting before the patient is even in the office. Training scenarios include introduction to app navigations, how to read the schedule and initiate encounter prep, documenting the encounter during the patient’s exam, and overview of how to access inbox tasks. After this video, you’ll be more familiar with the new app, know how to streamline the encounter process by utilizing encounter prep, and be able to stay on top of inbox tasks by accessing the app from anywhere. Duration: 45 minutes This course will provide supporting insight into the athenaOne Enhanced Claim Resolution service. The course consists of how claim work is divided between athenahealth and your staff, how to identify that work is being completed and what is expected from you as an adopter to this service. Demonstrations will cover navigating related workstreams within athenaNet and examples of work that falls under this service. Also reviewed are best practices and additional resources to assist you in optimizing success. Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Duration: 23 minutes Intended audience: Billing staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Supplemental Training / Coaching and training services 35 Supplemental Training athenaOne® Authorization Management As a client who subscribes to athenaOne Authorization Management, it is imperative for success to understand how the service works on your behalf and the many benefits that the co-sourcing model carries. During this course, you will gain a deep understanding of the relationship between an encounter and an authorization. You and your staff will observe examples of associated work such as appropriate use of the authorization tracker, editing or working a task, and messaging athenahealth. Duration: 25 minutes Intended audience: Admin/Clerical staff,Billing staff and Management Fully Worked Receivables (FWR) In this course, you will learn what Fully Worked Receivables (FWR) are, where they come from and what they mean. You will gain an understanding of this specific type of claim hold, the workflows for both athenahealth and your practice, and how to locate these claims in athenaNet. We will look at each FWR status and the best ways to resolve those impacted claims. Duration: 20 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. How you’ll attend: Sign up from the athenahealth learning portal Fundamentals of athenaNet Posting to watch the on-demand. athenaTelehealth This on demand covers the new athenaTelehealth offering. You will become familiar with how to schedule patients for Telehealth visits and gain insight into the patients’ perspective of this new way to connect! Providers will learn how to launch a virtual visit and how to connect with your patients remotely. Duration: 50 minutes Intended audience: Admin/Clerical How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Care Plan Documentation For providers interested in learning how to document Care Management in the Care Plan. In this course, we’ll orient you on Care Plan documentation and utilizing templates within the care plan to document patient care. Pre visit workflows for Care Managers and reporting options will also be reviewed during the course. You’ll gain an understanding of Care Plan creation and Care Plan documentation. Duration: 20 minutes Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. This on-demand course provides foundational posting knowledge as we explore best practice recommendations as well as the expectations for both client users and athenahealth within athenaNet’s posting workflows. You will learn the fundamentals around the automated processes of posting, payment types, remittance types and as well as the basic workflows completed when both are received into athenaNet. We will also review aspects of posting such as supplying remittance, matching and posting payments, reviewing correspondence and work associated with non-athenahealth remittance. Duration: 40 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Impacts on A/R: Credentialing & Enrollment This on-demand classroom includes a review of the importance of credentialing and enrollment items, the associated scenarios that impact financial health along with a demonstration of the tools that can be utilized to avoid claims from holding unnecessarily. Once this class has been completed, you will understand the actions required of you and your staff in ensuring aged A/R for your practice, in relation to these workflows, is kept as current as possible. Duration: 45 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. 36 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching Member-Centric Care Workflows in athenaNet This on demand covers Member-Centric Care Workflows in athenaNet. Member- Centric Care is a segment comprised of providers, patients, and employers all seeking alternative healthcare delivery models without insurance payers as the sole means of payment. In this course, you will understand the MemberCentric Care models and learn how athenaNet can support this segment. You will become familiar with how to set up ideal workflows for enrolling and billing patients in membership-based plans. Also, you will gain insight into the patients’ perspective, learn ways to document the visit, and learn the reporting capabilities in athenaNet. Note: This on demand does not cover exam navigation, patient registration, and patient scheduling. Revenue Cycle coaching Patient Engagement coaching o Surprises Act — Effective N January 1st, 2022 The No Surprises Billing Act, effective 1/1/2022, will impact medical practices that bill emergency and select non-emergency place of service claims. This on-demand class provides an overview of the legislation and an explanation of how athenahealth is assisting clients on the network in meeting compliance. You will learn the configuration requirements, appropriate billing and claim resolution workflows and support pathways should your practice choose to be compliant moving forward. Duration: 18 minutes Intended audience: Management and Provider How you’ll attend: Sign up from the athenahealth learning portal Duration: 45 minutes to watch the on-demand. Intended audience: Billing staff, Clinical staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Optimize Charge Intergration Reviewing and entering charges on a claim can take time. This course is a guide to optimizing charge integration, helping you take that time back. We’ll review order type and procedure template mapping as well as how to run the Charge Integration Audit report; find opportunities to map procedure codes to orders; verify the correct setup of mappings; and combine charge integration with document accelerators. Navigate Psychiatry & Behavioral Health Visit Workflows Face-to-face visits with patients are particularly important for psychiatrists and behavioral health professionals, so we want to set you up for a smooth visit by guiding you through the best practice recommendations for documenting those kinds of patient encounters. Duration: 35 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal Duration: 30 minutes to watch the on-demand. Intended audience: Clinical staff and Provider How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Navigating Overpayment Scenarios in athenaNet In this on-demand training, you will learn the difference between underpayments and overpayments, the overpayment scenarios that can occur within athenaNet as well as the root causes associated. Included in the discussion are the kickcodes utilized to route claims to and from client responsibility, expected actions for resolution and best practice recommendations. Once completing this training, you will have a clear understanding of how to complete work related to overpaid claims for your medical practice. Remittance Posting for Organizations with Multiple Tablespaces in athenaNet This on-demand video reviews the specific scenarios of dual posting and poly posting for clients that operate with multiple tablespaces on athenaNet. You will learn requirements and related workflows, athenahealth’s remittance splitting functionality as well as best practice recommendations for success. Duration: 30 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Duration: 17 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. Supplemental Training / Coaching and training services 37 Supplemental Training Specialty Workflows: Cardiology VBC: Diagnostic Accuracy This course is for users at cardiology organizations who want to easily shape and manage advanced clinical workflows. You’ll learn best practices for documenting Coumadin management and tests like Holter monitors, stress tests, echocardiograms, and electrocardiograms. We’ll also discuss workflow-specific customized encounter accelerators, such as encounter plans and order sets for orders such as routine lab work and testing. Learn how to prepare the encounter with potential diagnoses, choose diagnosis codes to the highest level of specificity, and manage reports to highlight your patient population based on patient risk. You will learn how to provide Value Based Care and track the health trends of your patients by capturing the most accurate diagnoses year to year. Duration: 35 minutes Intended audience: Billing staff and Provider Intended audience: Provider How you’ll attend: Sign up from the athenahealth learning portal Duration: 30 minutes How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. to watch the on-demand. Specialty Workflows: Obstetrics Welcome to athenaOne® Medical Coding Welcome to athenahealth’s specialty training for Obstetrics. This course provides and overview of specialty workflows for new patients, routine OB follow up, and OB episodes. You will also be introduced to some of the Clinical Admin settings that can enhance your patient visit. This course will provide supporting insight into the athenaOne Medical Coding product and functionality. The course consists of how coding work is divided between athenahealth and your staff, how to identify that work is being completed and what is expected from you as an adopter to this service. Also included is a review of measurements of success and best practice recommendations. Duration: 30 minutes Duration: 20 minutes Intended audience: Admin/Clerical staff,Clinical staff and Provider Intended audience: Billing staff, Management, and Provider How you’ll attend: Sign up from the athenahealth learning portal How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. to watch the on-demand. Understand your athenaNet Enrollment Learn how to receive swift payments and drop claims effectively with this class on enrollment and credentialing. You’ll empower yourself on athenaNet and get your organization paid faster by learning how to manage the Enrollment Worklist, maintain information in the billing tables, and work claims held for issues related to credentialing and enrollment. Duration: 30 minutes Intended audience: Billing staff and Management How you’ll attend: Sign up from the athenahealth learning portal to watch the on-demand. 38 Coaching and training services / Supplemental Training eLearning Virtual training On-site training Clinical coaching Revenue Cycle coaching Patient Engagement coaching Supplemental Training / Coaching and training services 39