DAY 1: Morning Session (9am - 12:00pm)
Welcome and Introductions
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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:
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Receive an overview of our company, mission, and care objectives.
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Discuss our services and treatment model.
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Discover more about our Central Texas locations.
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Review and discuss our Employee Handbook.
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Discuss employee expectations in the workplace including closing and Saturdays.
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Review our Policies and Procedures.
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Become familiar with Anthony University.
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Lunch 12:00pm - 1:00pm
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DAY 1: Afternoon Session (1:00pm - 5:00pm)
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Complete your initial required training modules using Anthony University.
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Complete the policy review acknowledgement section of Anthony University.
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Receive EZ Biz login.
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Begin an initial orientation to EZ Biz functionalities needed for prep.
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Trainer Led Review: introduction to acupuncture (ACU) fee sheet prep.
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Trainer leads group through individual ACU prep cases.
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DAY 2: Morning Session (8am - 12:00pm)
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Briefly review Day 1. Answer any lingering questions you may have.
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Continue trainer led individual ACU prep cases.
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INSURANCE ORIENTATION (part 1 @ 8:30)
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Meet some of our Billing team members for initial insurance training.
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Gain understanding of many common insurance terms.
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Receive an introduction to several insurances we accept.
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Discover typical treatments covered in our clinics based on insurances.
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Learn to read an insurance verification form.
ACU PREP
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Trainer Instruction: Continue training on ACU Prep. (complete 5 cases as a group)
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Group Activity: Individually complete, w/ immediate review each, of 5 ACU cases.
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Independent Work: complete 5 individual cases of ACU and then discuss.
Lunch 12:00pm - 1:00pm
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DAY 2: Afternoon Session (1:00pm - 5:00pm)
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ACU PREP
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ACU Assessment: 10 cases (scoring and feedback)
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PT PREP
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Trainer Instruction: Instructor led PT Prep. (complete 4-5 cases as a group)
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Group Activity: Individually complete, w/ immediate review each, of 5 PT prep cases.
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Independent Work: complete 5 individual cases of PT and then discuss.​
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DAY 3: Morning Session (8am - 11:30am)
Briefly review Day 2. Answer any questions you may have.
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PREP: CONTINUATION
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Continue individual PT prep with instructor feedback.
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PT Assessment: 10 cases (scoring and feedback)
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Lunch 11:30am - 12:30pm
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DAY 3: Afternoon Session (12:30pm - 4:30pm)
NP Prep
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Trainer Instruction: Introductory training on NP Prep. (complete 5 cases as a group)
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Group Activity: Individually complete, w/ immediate review each, of 5 NP prep cases.
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Independent Work: Individually complete 3 NP cases, correct, and return. Repeat a few times as needed to improve performance.
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NP Assessment: 10 cases (scoring and feedback)
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TRAINER ​
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If any prepped fee sheets will be utilized by clinic, then ensure their accuracy.
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Communicate with appropriate office manager(s) and arrange for delivery of prepped fee sheets to the clinic(s) if applicable.
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DAY 4: Morning Session (8am - 11:30am)
Briefly review Day 3. Answer any lingering questions you may have.
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Continue or start NP Assessment if needed: 10 cases (scoring and feedback
Chiro Prep
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Trainer Instruction: Chiro Prep (running a Patient Pulling Ledger Report, eliminating cases on the report, and completing tops of fee sheet)
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Trainer Instruction: Lead group through completion of tops (5-6 cases).
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Group Activity: Individually complete tops for 5-6 cases from Patient Pulling Ledger. Trainer corrects and returns. Individually complete remaining Chiro fee sheet tops for 2-3 pages of Patient Pulling Ledger Report.
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Trainer Instruction: Trainer led completion 4-5 PI chiro prep cases.
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Group Activity: Individually complete, w/ immediate review each, 3-4 PI chiro cases.
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Trainer Instruction: Trainer led completion 4-5 "cash" chiro prep cases.
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Group Activity: Individually complete, w/ immediate review each, 3-4 "cash" chiro cases.
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Lunch 11:30am - 12:30pm
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DAY 4: Afternoon Session (12:30pm - 4:30pm)
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Continuation of Chiro Prep Cases
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Trainer Instruction: Trainer led completion 4-5 "insurance" chiro prep cases.
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Group Activity: Individually complete, w/ immediate review each, 3-4 "insurance" chiro cases.
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Independent Work: Individually complete 3 chiro cases. (Trainer) Trainer corrects and returns the fee sheets as a group. Continue to repeat cases to improve performance.
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If any fee sheets are being prepped for a clinic during training, then the trainer reviews and assures accuracy of fee sheets. Trainer will communicate with the clinic manager and arrange for delivery of prep sheets to the site.
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DAY 5: Morning Session (8am - 11:30am)
Briefly review Day 4. Answer any lingering questions you may have.
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Chiro Prep Continued
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Independent Work: Individually complete 3 chiro cases. (Trainer) Trainer corrects and returns the fee sheets as a group. Continue to repeat cases to improve performance.
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Lunch 12:00am - 12:30pm
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DAY 5: Afternoon Session (12:30pm - 4:30pm)
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Chiro Assessment: 15 cases (scoring and feedback)
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TRAINER REVIEW
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Identify and discuss common errors.
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Trainer will verify fee sheets have been completed correctly.
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DAY 6:
Briefly review Day 5. Answer any lingering questions you may have.
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TIME CARD INSTRUCTION
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timecardcalculator.net
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Overtime
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Turning in time cards
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INSURANCE ORIENTATION (part 2)
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Discover how to check whether deductibles and out-of-pocket have been met.
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What if the Billing Department is unavailable? Can I verify insurance?
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Navigate Emdeon, Scott & White Quick Checks, & S & W First Care.
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PERSONAL INJURY OVERVIEW
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Introduction to our PI Team
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How/When to contact PI team
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CLINIC POSITIONS AND CHECKLISTS
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Become acquainted with our clinic positions and their checklists:
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Front Desk​
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Patient Coordinator
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Checkout
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Prep
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Charges
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Therapies
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Case Manager 1
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Case Manager 2
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Checkout 2/Case Manager 3
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Lunch 12:00pm - 1:00pm
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EZ BIZ
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Receive EZ Biz Scheduling Training.
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Create your own accounts for all specialties.
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Scheduling rules for ACU, PT, NP, & Chiro.
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Group Activity: Schedule & reschedule yourself for various treatments.
(Don't forget to cancel all appointments!)
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DAY 7:
Briefly review Day 6. Answer any lingering questions you may have.
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PHONE TRAINING
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Discuss phone etiquette.
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Receive phone script(s)
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Confidentiality and HIPAA with phone calls.
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MISSED APPOINTMENT CALLS
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Group Activity: Roleplay missed appointment calls conversations w/ rescheduling.
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Review Missed Appointment Call process for the Checkout position.
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Generate a Missed Appointments Report and remove rescheduled/contacted pts.
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Make missed appointment calls
DAY 8:
Briefly review Day 7. Answer any lingering questions you may have.
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Trainer: Contact Lighthouse Help Desk and request a clinic's phone calls to first ring (2 rings) at training center before also ringing at the clinic starting tomorrow 10:00 am - 5:00 pm.
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REMINDER CALLS
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Orientation to Inception
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Review pre-appointment reminder calls
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Group Activity: Roleplay reminder calls conversations w/ EZ Biz rescheduling.
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Make reminder calls
REVIEW
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Complete prep/fee sheets for ACU, PT, NP, and Chiro (cash, PI, & insurance).
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NEW PATIENT CALLS
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Complete your own new patient intake form
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Learn how to take New Patient calls
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DAY 9:
Briefly review Day 8. Answer any lingering questions you may have.​
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OFFICE CALLS​
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Make cheat sheet (i.e., names) of all of the clinic's column numbers.
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Group Activity: Roleplay common office call conversations w/ EZ Biz rescheduling.
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Take live office calls
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Trainer: Contact office manager(s)/supervisors of new hires to discuss next week's work schedules and assignments. New hires should continue to have opportunities to strengthen skills with Prep and answering phones.
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DAY 10:
Briefly review Day 9. Answer any lingering questions you may have.
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If not yet done, provide new hires with individual work schedules and assignments for next week.
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Make-up
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Provide Clinical Support assistance (i.e., prep, missed appointment/reminder/office calls).
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Complete New Hire Training survey.
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Congratulations on completing our New Hire training course. Welcome to our team!
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