Training series
We train billers the way a product company trains customers.
Most billing software is handed over with a login and a phone number. We are building a full course instead: thirteen chapters that assume you know nothing, teach billing itself before they teach the software, and walk every screen top to bottom before anything happens on it. It lives inside the product, and it is included.
- 13
- chapters, in order, or dip in anywhere
- 46
- lessons, each one short and one idea at a time
- $0
- extra. It is part of the product.
Four rules we hold ourselves to.
Assume zero knowledge.
Every term gets one plain sentence the first time it appears. "A payer is the insurance company that pays the doctor." A new hire with no billing background can start at Chapter 0.
Say it before you click it.
The narrator names the destination and the exact button before anything moves, then explains what appeared, then shows what changed. You can mirror every click in real time.
The map is always on screen.
One picture of a claim's life, created, checked, sent, accepted, decided, posted, patient billed, done, runs through the whole course with your current stage lit up. Nobody gets lost.
Teach the page before the story.
Every chapter opens by walking its screen top to bottom, section by section, badge by badge. Only then does anything happen on it. A biller who lands anywhere understands what they are looking at.
The curriculum
Thirteen chapters, front to back.
The full syllabus is below. Chapters are produced and released in sequence; the videos themselves live inside the product, with a progress bar per person so a new hire can pick up where they left off.
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Chapter 0
Billing basics, before you touch the software
For someone who has never billed a claim. What a charge is, what a claim is, and the life of a claim from created to paid.
- 0.1 How medical billing works
- 0.2 The words you'll hear every day
- 0.3 Where money leaks, and who's watching
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Chapter 1
Getting around
The screen never changes shape. Learn the frame once and you can land anywhere.
- 1.1 Your first sign-in
- 1.2 Meet your assistant
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Chapter 2
Patients and their accounts
The patient record end to end, then the everyday work: adding a patient, posting charges, and who actually owes the bill.
- 2.1 The patient record
- 2.2 A new patient walks in
- 2.3 What is a charge?
- 2.4 Who pays the bill?
- 2.5 Set it and forget it
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Chapter 3
Provider groups, physicians and price lists
Who you bill for, the identifiers payers know them by, and how a price list makes every claim price itself.
- 3.1 Who you bill for
- 3.2 Your price list
- 3.3 Register with the clearinghouse, and keep it in sync
- 3.4 One group, everything
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Chapter 4
Payer enrollments
Permission to talk to a payer: what an enrollment is, which payers need one, and what to do when one comes back rejected.
- 4.1 What an enrollment is
- 4.2 Enroll a group, start to finish
- 4.3 Tasks, and when it comes back rejected
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Chapter 5
Creating claims, every way there is
By hand, from charges already on the account, by asking the assistant, or by photographing a stack of paper.
- 5.1 From a visit, by hand
- 5.2 From charges already on the account
- 5.3 Just ask
- 5.4 From paper: one page or a whole stack
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Chapter 6
Finding and tracking claims
The claims list is the daily workbench. Every status in plain words, and the claim page read top to bottom.
- 6.1 The claims list is your workbench
- 6.2 The claim page, top to bottom
- 6.3 Follow one claim, start to finish
- 6.4 Work your day
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Chapter 7
Getting paid
The money chapter. Where money actually lives, what happens when the payer pays, and every awkward case in between.
- 7.1 Where money actually lives
- 7.2 The happy path
- 7.3 The patient owes it
- 7.4 Money at the front desk
- 7.5 A paper check arrives
- 7.6 Partial payments
- 7.7 The check is short
- 7.8 Giving money back
- 7.9 The patient's statement
- 7.10 Two insurances
- 7.11 Paid, but less than agreed
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Chapter 8
When claims get denied
Reading a denial, asking the assistant why it happened, and the eligibility case where the coverage was there all along.
- 8.1 Reading a denial
- 8.2 "Why was this denied?"
- 8.3 Was the coverage even active?
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Chapter 9
Automations
Work that runs itself: building a scheduled job, watching one run, and the priced confirmation that keeps it safe.
- 9.1 Work that runs itself
- 9.2 The monthly insurance sweep
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Chapter 10
Reports
Three views of your month, and the story every billing company knows: a practice asks for its numbers.
- 10.1 Three views of your month
- 10.2 "Can we get our numbers?"
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Chapter 11
Audits and trust
Every number has a story. Where a fact came from, and what the assistant did all day, including what it cost.
- 11.1 Every number has a story
- 11.2 What your assistant did all day
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Chapter 12
Team and costs
Inviting teammates, what each role can do, and reading the cost of the work.
- 12.1 Running the team
Why we bothered
Training is the real cost of switching systems.
Nobody stays on a billing system they hate because they love it. They stay because the last migration meant weeks of an owner sitting next to each biller, and nobody wants to do that twice. A course that teaches billing itself, and then the software, turns that from a months-long project into something a new hire does on their own in a week.
There is a second reason. Everything we teach a biller, we also verify the assistant can do or explain. If it cannot, that is logged as a gap and fixed. Writing the course is how we find out where the product is still hard.
Want to see a chapter?
Ask on the walkthrough and we will play one end to end, so you can judge whether your team would actually watch it.
Book a walkthrough