Interactive Front Desk Training

The interactive video courses listed below are designed to teach clinic front desk staff the processes and procedures surrounding use of the Clinicient INSIGHT EMR system. These courses are intended to be viewed in the order displayed, as many of the later courses build on skills and information learned in those preceding them.

Note: These training courses are designed to be compatible with any internet browser. If you experience any issues with playback, please contact support.

Overview of INSIGHT

Overview of INSIGHT

A high-level overview detailing the basics of the Clinicient INSIGHT platform. [8:38]

A Day in the Life of the Front Desk

A Day in the Life of the Front Desk

An overview of how front desk staff will use Clinicient INSIGHT on a typical day. [6:20]

Introduction to Medicare

Introduction to Medicare

An introduction to Medicare, along with important key terms and concepts related to the program. [28:39]

Working with Tasks

Working with Tasks

A detailed tutorial on task functionality built into the INSIGHT platform. [9:18]

Patient Registration and Intake

Patient Registration and Intake

A tutorial on adding new patients and completing the patient intake process in INSIGHT EMR, including case and insurance details. [55:12]

Patient and Clinic Scheduling

Patient and Clinic Scheduling

A tutorial on creating staff schedules, scheduling patient appointments, and managing clinic schedules. [44:25]

Patient Payments

Patient Payments

A tutorial on documenting collected payments in INSIGHT using the Cash Register tool, and viewing, understanding, and printing statements and receipts. [25:00]

Correcting Patient Payments

Correcting Patient Payments

A tutorial on correcting patient payments in INSIGHT EMR, regardless of whether or not those payments have been applied to any specific copays or other patient balances. [8:32]

Using Notes Fields in INSIGHT

Using Notes Fields in INSIGHT

A tutorial on correct context and use of individual notes fields found throughout Clinicient INSIGHT as they relate to both therapists and the Front Desk. [12:38]

Issues and Corrections Listings

Issues and Corrections Listings

A tutorial lesson on running and working reports detailing issues keeping patient visits from being successfully billed out to payers. [22:06]

 

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