TRAINING OVERVIEW
First 10 Days

DAY 1:  Morning Session (9am - 11:30am)

Welcome and Introductions

ADMINISTRATIVE ORIENTATION

You will complete the necessary paperwork to officially become part of our work family!

 

During the time you spend with our Human Resource Team, you will:

  • Receive an overview of our company, mission, and care objectives.

  • Discuss our services and treatment model. 

  • Discover more about our Central Texas locations. 

  • Review and discuss our Employee Handbook.

  • Discuss employee expectations in the workplace.

  • Review our Policies and Procedures.

  • Receive an introduction to Anthony University.

Lunch 11:30am - 12:30pm

DAY 1:  Afternoon Session (12:30pm - 4:30pm)

  • Complete your initial required training modules using Anthony University.

  • Complete the policy review acknowledgement section of Anthony University.

  • Receive an EZ Biz & Medforward logins.

  • Begin an initial orientation to EZ Biz functionalities needed for prep.

  • Trainer Led Review:  introduction to a few Acu and/or PT prep cases.

  • End of Day: Q&A.

 

DAY 2:  Morning Session (8am - 11:30am)

Briefly review Day 1. Answer any lingering questions you may have.

INSURANCE ORIENTATION (part 1)

  • Meet with our Billing leadership for initial insurance training.

  • Participate in an introduction to the insurances we accept.

  • Learn how our insurances interact with the care we provide.

  • Review and respond to insurance case studies.

  • Participate in an insurance information retention review.

 

FEE SHEETS (Prep)

Prep cases will be, at a minimum, 2 days out on our schedule for training purposes.

 

ACU PREP

  • Trainer Instruction:  Instruct trainees on Acu Prep. (complete 4-5 cases as a group)

  • Group Activity: Individuals complete 4-5 of the same prep cases.

  • Independent Work: complete 5 individual cases of Acu.

 

Lunch 11:30am - 12:30pm

DAY 2:  Afternoon Session (12:30pm - 4:30pm)

PT PREP

  • Trainer Instruction:  Instruct trainees on PT Prep. (complete 4-5 cases as a group)

  • Group Activity: Individuals complete 4-5 of the same prep cases.

  • Independent Work: complete 5 individual cases of PT.

TRAINER REVIEW

  • Identify and discuss common errors.

  • Trainer will verify fee sheets have been completed correctly.

END OF DAY

  • Trainer will communicate with office manager and arrange for delivery of prep sheets to the appropriate clinic(s).

DAY 3:  Morning Session (8am - 11:30am)

Briefly review Day 2. Answer any lingering questions you may have.

PREP: CONTINUATION

  • Complete assessment 1: trainees complete 12 (6) Acu (6) PT prep cases.

  • Trainer scores each new employees performance.

INSURANCE ORIENTATION (part 2)

  • Meet with our Billing leadership for initial insurance training.

  • Participate in an introduction to the insurances we accept.

  • Learn how our insurances interact with the care we provide.

  • Review and respond to insurance case studies.

  • Participate in an insurance information retention review.

 

Lunch 11:30am - 12:30pm

 

DAY 3:  Afternoon Session (12:30pm - 4:30pm)

 

Chiro Prep

  • 10-15 prep cases that are instructor led

  • 10 prep cases that are all the same

  • 10 prep cases completed individually 

  • Instructor Discussion and review of common errors

 

TRAINER REVIEW

  • Identify and discuss common errors.

  • Trainer will verify fee sheets have been completed correctly.

END OF DAY

  • Trainer will communicate with office manager and arrange for delivery of prep sheets to the appropriate clinic(s).

DAY 4:  Morning Session (8am - 11:30am)

Briefly review Day 3. Answer any lingering questions you may have.

 

Assessment 2:  Chiro prep of 20 cases per trainee

Lunch 11:30am - 12:30pm

 

DAY 4:  Afternoon Session (12:30pm - 4:30pm)

 

Continuation of Chiro Prep Cases

  • Instructor Discussion and review of common errors

  • Trainer reviews and assures all prep fee sheets are accurate

  • Trainer will communicate with office manager and arrange for delivery of prep sheets to the appropriate clinic(s).

 

DAY 5:  Morning Session (8am - 11:30am)

Briefly review Day 4. Answer any lingering questions you may have.

 

NP Prep

  • 10 prep cases that are instructor led

  • 6 prep cases that are all the same

  • 10 prep cases completed individually 

  • Instructor Discussion and review of common errors

  • Trainer reviews and assures all prep fee sheets are accurate

  • Trainer will communicate with office manager and arrange for delivery of prep sheets to the appropriate clinic(s).

Lunch 11:30am - 12:30pm

DAY 5:  Afternoon Session (12:30pm - 4:30pm)

 

Assessment 3:  NP prep of 15 cases per trainee

TRAINER REVIEW

  • Identify and discuss common errors.

  • Trainer will verify fee sheets have been completed correctly.

END OF DAY

  • Trainer will communicate with office manager and arrange for delivery of prep sheets to the appropriate clinic(s).

DAY 6:

Briefly review Day 5. Answer any lingering questions you may have.

 

INSURANCE ORIENTATION (part 3)

  • Meet with our Billing leadership for part 2 of insurance training.

  • Introduction to explore how insurances affect scheduling appointments.

  • Discuss how insurances relate to length of appointments.

  • Review on how insurance has requirements for different types of providers.

EZ BIZ

  • Receive EZ Biz Scheduling Training.

  • Introduction to scheduling in the Demo Clinic site on EZ Biz.

  • Group Discussion: scheduling process for reschedules, and cancellations.

  • End of Day: Insurance Q&A.

DAY 7:

Briefly review Day 6. Answer any lingering questions you may have.

 

EZ BIZ SCHEDULING

  • Schedule at least 15-20 patients in the Demo Clinic.

  • Review each patient scheduled with trainer(s).

  • Review/discuss errors and make corrections to the patient accounts.

  • Group review of most common errors.

  • End of Day: EZ Biz Q&A .

 

DAY 8:

Briefly review Day 7. Answer any lingering questions you may have.

 

INSURANCE ORIENTATION (part 3)

  • Meet with our Billing leadership for part 3 of insurance training.

  • Introduction to Quick Checks and Emdeon.

  • Introduction on pricing without insurance verification. 

  • Discuss how insurances relate to length of appointments.

  • A minimum of 5 case studies on quick check and pricing.

PHONE TRAINING

  • Discuss phone etiquette.

  • Communication expectations.

  • Missed appointment, reminder calls, and recall training.

  • Phone interaction role play.

EDUCATION 

  • Customer Service Training.

  • Service Excellence Review.

  • Confidentiality and HIPAA.

  • End of Day: Insurance Q&A.

 

DAY 9:

Briefly review Day 8. Answer any lingering questions you may have.

 

GENERAL OFFICE SUPPORT

  • Introduction to Inception

  • Review pre-appointment reminder calls

  • Provide Clinical Support assistance for Prep, missed appointments, and reminder calls.

  • End of Day: Group Q&A.

DAY 10:

Briefly review Day 9. Answer any lingering questions you may have.

 

FULLY FUNCTIONAL STAFFING ASSIGNMENTS

  • Provide Clinical Support assistance for Prep, missed appointments, and reminder calls.

  • Provide next week work schedule to trainees and orientation to work locations.

  • Trainers meet with trainees for new hire evaluations.

  • End of Day: Q&A with Trainers, Billing, and Human Resource.

DAY 11:

Report to next training location or assigned office site as directed.

ASSIGNED OFFICE TRAINING

  • Office Manager will provide a site tour and staff introductions.

  • Manager will coordinate on-site training for your familiarity of our office processes, position expectations, and daily tasks.

  • A front office training overview document/checklist will be provided by the Office Manager or Training Coordinator.

CASE MANAGER TRAINING

  • Case Manager Training will include additional skills development training to take place after completion of the initial 10-day session at our training center.

  • This training will require an additional 5 days to take place at our training center as well as designated office sites. 

  • Training will consist of practical application and classroom education sessions.

  • A Case Manager training overview document/check list will be provided by the Office Manager or Training Coordinator.

CALL CENTER TRAINING

  • Call Center Training will take place after completion of the initial 10-day session at our training center.

  • This training will consist of expanded learning sessions on our Inception, DearDoc and ZocDoc patient inquiry systems. 

  • Additional training will be provided on our evening and weekend coverage process for those employees choosing to volunteer for our after-hours incentive program.

  • A Call Center training overview document/check list will be provided by the Team Lead or Training Coordinator.

MANAGER IN TRAINING

  • A Manager In Training (MIT) will report to their assigned office to begin their site training.

  • Office Manager will provide a site tour and staff introductions.

  • This training will require the MIT to learn and be able to successfully perform each position in the front office.

  • Additional training on Policies and Procedures, Management and Leadership, Scheduling, Customer Service, and Operational Oversight will take place.

  • The MIT will work alongside the Regional Manager as well as the Director of Administration during selected training phases.

  • The MIT will meet with the Human Resource Manager to become familiar with the administrative support expectations of their position.

  • A site training overview document/check list will be provided by the Office Manager or Training Coordinator.

Best of luck on your journey with us! We are honored to have you as part of our family!