AccuPoint LLC
Accupoint Manual — 1
1
Table of Contents
AccuPoint LLC
Accupoint Manual — 1
Accupoint Manual — 1
Table of Contents
AccuPoint On-Boarding Requirement Documents
Billing Import Sheet
Client Import Sheet
Employee Import Sheet
Requirements Document
On Boarding Trainings
Initial Training
Initial Training Key Objectives Assignment
Scheduling Training + Pre billing Review
Scheduling Training Key Objectives Assignment
Test Billing Meeting
Billing Implementation Guide
Logging in + Password Resets
Resetting Passwords
Changing your Password
Unlocking Accounts
Client and Employee Setup
Creating Clients and Editing Client information
Creating an Employee and Editing Employee Information
Permissions: User Management
Permissions: Permission Groups
Employee and Client Compliance reports
Uploading Documents
Entering Authorization Hours
Assigning Case Loads
Scheduling
Accessing and Searching the Calendar
Calendar Views
Calendar Item Colors
Adding a Session
Completing and Cancelling a session
Creating a Base Schedule – Reoccurring Shifts
Employee Availability Schedule
Calendar Reporting
Calendar Filter
Calendar Update
Cancelled Appointments
Base Schedule Report
Common Errors & Troubleshooting Tips
Add Training
Creating Buzz Words
Billing
Billing Best Practices
Insurance Numbers
Accounts Receivable
Submission Report
Posting Payments
Posting Payments Manually in the Submission Report
Posting Payments in the Payment Report
Billing Status Guide
Submitting Corrected Claims
Common Clearinghouse Rejections
Claims stuck in Pending
Updating Billing Codes/Rates/Units
Remittance Viewer
Cash Receipt Report
Generating Invoices
Generating CMS-1500/UB-04 Forms
Secondary Billing
Waterfall Map
Secondary Insurance Number
Submitting Secondary Claims
Reporting
Utilization Report
Supervision Report
Supervision Report Setup
Accessing and Generating the Supervision Report
Audit Notes Report
Client List
Nightly Report
Hour Bank Report
Other Features
Payroll Report
Intake Form
Parent Portal
Parent User Guide
Parent Portal User Setup
SMS Alerts
Mileage Reimbursement
Notify Employee
Download as PDF
Insurance Numbers
Billing Best Practices
Accounts Receivable
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