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Case Management Training

Welcome to the Case Management Team! Your job is one of the most essential in the company, as you will be closing the deal with our patients to their better health.

You will learn to care about all patients and the ins and outs of insurance. 

Customer Service

"Do what you do so well that they would want to see it again and bring their friends" -Walt Disney

If you have any questions regarding customer service, it is your responsibility to ask for guidance and direction to insure the safety of patients and staff. 

Take the test below to test your knowledge after.

OSHA Training

OSHA has established principles and regulations for business to operate safely. If you have questions regarding OSHA, it is your responsibility to reach out to ensure you are performing your duties at work correctly and safely. 

Take the test below to test your knowledge after.

Risk Management

As professionals, we must understand how to define risk. Once we understand the foundational principles, we can take a better look at the workplace to reduce factors. If you have any questions, it is your responsibility to ask for guidance and direction to insure your safety and the safety of others. 

Take the test below to test your knowledge after.

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Workplace Harassment

Workplace harassment is unacceptable, employees have the right to work in an environment that is free of harassment and demeaning interactions. If you have any questions or experience harassment, please let your manager, regional manager, or HR director know immediately. 

Take the test below to test your knowledge after.

Healthcare Fraud

Health Fraud costs professionals and insurance companies millions of collars per year. It is our responsibility to preform in an ethical manner. If you have any concerns, it is your responsibility to reach out to ensure you are working an appropriate manner. 

Take the test below to test your knowledge after.

On The Clock

Watch this video to better understand how the company tracks employee time. If you have questions or have any issues, please reach out to your manager or HR director.

Basic Training

These videos will help prepare you for success as you learn the basic functions of scheduling, insurance, and clinic operations.
 

Scheduling a Patient

Learn how to read the different clinics schedule. It is important to learn every clinics schedule in case you ever have to transfer or fill in at another clinic. After training, reach out to your supervisor to see how your clinic schedules its patients, as every locations has its own flow. 

Take the test below to test your knowledge after.

Scheduling a New Patient

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Scheduling an Existing Patient

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Transferring an Account

Learn how to transfer a patients account to an NP or AC account to book visits under the correct provider.

Inception Texts

Learn how to log in, search for patients, use templates, confirm appointments, and message patients through Inception texts. 

Introduction to Insurance

Learn the different insurance types, coverages, and codes to use when scheduling a patient with insurance.

Take the test below to test your knowledge after.

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Master Closure Class

Learn the different types of selling methods, why we ask for packages, how to overcome rejection, and what a "ruin" means, featuring Dr. Price.

Take the test below to test your knowledge after.

Annual Training

Refresh on this first set of videos every year to make sure you are confident in company policies

HIPAA Compliance

Learn about our policies with HIPAA and how to keep HIPAA within the workplace. Take the test below to test your knowledge after. If you have any questions regarding HIPAA, it is your responsibility to ask for guidance and direction to safeguard Protected Healthcare Information (PHI) and the process in which we interact with it daily.

Workplace Behavior

Appropriate workplace behaviors are important to the success of our organization. If you have any questions regarding workplace behaviors or are experiencing or witnessing inappropriate behaviors at work, please speak with you manager, regional manager, or HR director. Your identity and conversation will be held confidential. Take the test below to test your knowledge after.

Bloodborne Pathogen

It is important to be familiar with pathogens because there is always the potential to be exposed in the healthcare field. It is important to learn about pathogens so we can care for our patients as well as protect ourselves. It is your responsibility to ask for guidance and direction to assure you are prepared to prevent exposure. 

Take the test below to test your knowledge after.

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Case Managing

These position-specific courses will teach you what duties are expected and how to operate best in your position in the clinics

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