Course curriculum

  • 1

    CARESTACK FOR ESPIRE TRAINING INTRODUCTION: OPTIONAL REVIEW!

    • Hands-On CareStack Training Tutorial

    • Site Set-Up and Navigation

    • Demo Site Login Set-Up

    • Using Your CareStack Playbook

    • Super User 2.0 Playbook

    • Resource Center Instructions
  • 2

    INSURANCE: ATTACHING & VERIFYING

    • Insurance Overview

    • PRACTICE: Insurance Overview Search Quiz

    • Insurance Subscriber

    • PRACTICE: Insurance Subscriber Quiz

    • Attaching an Insurance Plan

    • PRACTICE: Attaching a New Plan Skill Practice

    • Adding a Carrier

    • Attaching Insurance Walkthrough

    • PRACTICE: Attaching Insurance Search Quiz
  • 3

    INSURANCE: ELIGIBILITY

    • Electronic Eligibility

    • PRACTICE: Electronic Eligibility Skill Practice

    • Eligibility Benefits

    • Eligibility Coverage

    • PRACTICE: Eligibility Coverage Search Quiz

    • Limitations and Exclusions

    • PRACTICE: Limitations & Exclusions Skill Practice

    • Pre-Authorizations and Downgrades

    • PRACTICE: Pre-Authorizations and Downgrades Search Quiz

    • Eligibility History

    • PRACTICE: Eligibility History Search

    • Eligibility Benefits Quiz
  • 4

    INSURANCE: PRE-AUTHORIZATIONS

    • Creating a Pre-Authorization

    • PRACTICE: Creating a Pre-Authorization Skill Practice

    • Pre-Authorization Slider and Remarks

    • PRACTICE: Pre-Authorization Slider and Remarks Skill Practice

    • Submitting a Pre-Authorization

    • PRACTICE: Submitting a Pre-Authorization Search Quiz

    • Pre-Authorization Details Tab

    • PRACTICE: Pre-Authorization Details Tab Search
  • 5

    INSURANCE: CLAIMS

    • Manage Pending Claims

    • PRACTICE: Claims Module Overview Quiz

    • Claims Module Filters

    • PRACTICE: Claims Module Filters Search Quiz

    • Claim Management

    • PRACTICE: Claim Management Search Quiz

    • Single Claim Creation

    • PRACTICE: Single Claim Creation Skill Practice

    • View or Generate Batch Claims

    • PRACTICE: Batch Claims Search Quiz

    • Sending Claims

    • PRACTICE: Sending Claims Skill Practice

    • Correcting Claim Errors

    • PRACTICE: Correcting Claim Errors Quiz

    • Adding Attachments to Claims NEA

    • Adding Attachments to Claims NEA Quiz

    • PRACTICE: Step-By-Step Instructions for NEA Attachments

    • CS Attachments

    • PRACTICE: CS Attachments Quiz

    • Claim Flags

    • PRACTICE: Claim Flags Skill Practice

    • Claims Gone Bad

    • PRACTICE: Claims Gone Bad Search Quiz

    • Deleting a Claim

    • PRACTICE: Deleting a Claim Quiz

    • Editing and Resubmitting a Claim

    • PRACTICE: Editing and Resubmitting a Claim Skill Practice

    • Voiding a Claim

    • PRACTICE: Voiding a Claim Quiz
  • 6

    INSURANCE: PAYMENT JOURNEY

    • Payment Tabs

    • PRACTICE: Payment Tabs Quiz

    • Patient Claim Information

    • PRACTICE: Patient Claim Information Scenario Quiz

    • Entering an Insurance Payment

    • PRACTICE: Entering an Insurance Payment Scenario Quiz

    • Adding a Document to a Payment

    • PRACTICE: Adding a Document to a Payment Scenario Quiz

    • Editing Insurance Payments

    • PRACTICE: Editing Insurance Payments Skill Practice

    • Applying Insurance Payments

    • PRACTICE: Applying Insurance Payments Quiz

    • Connecting Insurance Payments

    • Connecting Claims in the Ledger

    • PRACTICE: Connecting Claims in the Ledger Skill Practice

    • Applying a Payment: Example One

    • PRACTICE: Applying a Payment: Example One Scenario Quiz

    • Applying a Payment: Example Two

    • PRACTICE: Applying a Payment: Example Two Scenario Quiz

    • Line Level: Practice One

    • PRACTICE: Line Level: Practice One Scenario Quiz

    • Line Level: Practice Two

    • Line Level: Practice Three

    • PRACTICE: Line Level: Practice Three Search Quiz

    • Applying Results

    • PRACTICE: Applying Results Quiz
  • 7

    BILLING AND COLLECTIONS: PAYMENTS

    • Add a Patient Payment

    • PRACTICE: Patient Payment Skill Practice

    • Manage Patient Credits, Apply to Codes, Refunds, and Adjust Off

    • PRACTICE: Manage Patient Credits, Apply to Codes, Refunds, and Adjust Off Quiz

    • Payment Transaction List

    • Practice: Payment Transaction List Quiz

    • Overview of Text to Pay Feature

    • PRACTICE: Overview of Text to Pay Feature Quiz

    • Track and Manage Text to Pay Payments

    • PRACTICE: Track and Manage Text to Pay Payments
  • 8

    BILLING AND COLLECTIONS: DISCOUNTS

    • Apply Discounts to a Treatment Plan

    • Applying Discounts While Processing a Payment

    • PRACTICE: Applying Discounts Practice

    • Add Adjustments to Patient Payments

    • PRACTICE: Adding Adjustments to Patient Payments

    • Code Snapshot

    • PRACTICE: Code Snapshot
  • 9

    BILLING AND COLLECTIONS: LEDGER DETECTIVE

    • Ledger Overview

    • PRACTICE: Ledger Exploration

    • Patient Ledger & Account Ledgers

    • *PRACTICE: Patient & Account Ledgers

    • Ledger Actions and Filtering

    • PRACTICE: Ledger Actions and Filtering Quiz

    • View Details and Group Transactions

    • PRACTICE: View Details and Group Actions Quiz

    • Ledger Customizations

    • PRACTICE: Ledger Customizations Quiz

    • Simplifying the Ledger through Customizations

    • PRACTICE: Simplifying the Ledger through Customizations

    • Customizable Ledger Tips and Tricks

    • PRACTICE: Customizable Ledger Tips and Tricks Skill Practice

    • Ledger: Practice One

    • PRACTICE: Ledger Practice One

    • Ledger: Practice Two

    • Ledger Practice Two Search Quiz