Training Guides and Videos

Practice Management Training Guides

Demo Video Links

OneTOuch PM/Billing Software Demo
OneTOuch emr & PM software demo

Setup & Navigation

Setup Checklist

Best Practices

Setting up Charge Fee Schedules

Insurance Management

Moving old PM Balance Forward

Acuant Scanning

This is an add-on feature, which allows you to scan images and documents directly into a patients chart.  Contact us for more information on this feature.

Forms Mapping

Mapping a document using Excel & PDF Editor, then loading it into the PM

Scheduling – Basic Navigation

Scheduling Setup & Build

How to add User, Permission & Role Schedule

Print Claim Alignment

Loading Allowed Fee Schedules

Keyboard Shortcuts

Encounter Dashboard

Mappable Fields for Forms

Read Only Navigation

Cases

Case Authorization

Workers Comp Case #1

Skilled Nursing Facility Case

Workers Comp Case #2

Charges

Attorney_Employer Direct Invoice Setup & Workflow

Incomplete Charge Review

Institutional UB04

Therapy Billing

Billing Telehealth

Reverse or Modify Charges

Claim Processing

Claims Batch Creation, Upload & Printing

Corrected Claims Paperwork

ERA

How To Partially Resubmit

Open, Close, Attach, Detach Reference Batch

Reference Batch

Statement Batch Creation & Upload

Collections

Pre-Collections

Collections

Patients

Demographic Conversion Accuracy

Eligibility Verification

Insurance Management

Patient Credit

Patient Registration & Scanning

Patient Registration

Payment Posting

Capitation, Bonus and Incentive Posting

Charge Posting Sales Tax

CMS Payment Client Instructions

Escrow

How to apply Prepayment

How to Post Interest or Penalty

Manual Post Insurance Payments

Post Penalties

Post Charges

Post NSF

Post Patient Payments

Receipt Correction

Uncollected CoPays

Undo Post

Refunds

Insurance Refund, Take back and Reversal

Patient Refund

Reports

How to create a Custom Patient Query

Missing Encounters

Reports

Operations

Scheduling Appointments

Worklists

Verified by MonsterInsights