Training Center

🚪 2:00 ✓ Completed

Billers & Admins

Sign in & the dashboard

First login with two-factor setup, then a tour of the dashboard: KPI tiles, client selector, year filter, and global search.

📅 2:00 ✓ Completed

Billers & Admins

Scheduling, check-in & eligibility

Book an appointment, check the patient in to create the billing visit, and verify coverage with a real-time 270/271 check.

🧾 2:30 ✓ Completed

Billers & Admins

Charges to a clean claim

Capture charges with NCCI/MUE edits, create the claim, run the scrubber, and fix anything in the CMS-1500 editor.

⚡ 2:00 ✓ Completed

Billers & Admins

Denial risk & dual-rail submission

Read the AI denial-risk score and its cited reasons, override with an audit trail when justified, and transmit on redundant 837 rails.

💵 2:00 ✓ Completed

Billers & Admins

ERA / 835 & payment posting

Auto-post matched remittance lines, work the unmatched review queue, post manual payments with allocation, and reverse mistakes safely.

🚦 2:00 ✓ Completed

Billers & Admins

The denials worklist

Route denials by CARC/RARC into resubmit, appeal, and remediate lanes — and work the appeal-eligible list ranked by recoverable dollars.

📝 2:30 ✓ Completed

Billers & Admins

AI appeals with guardrails

Draft the narrative with AI, watch citation verification field-match every fact, attest as a human, approve, send, and track the overturn.

👪 2:00 ✓ Completed

Billers & Admins

Statements, plans & dunning

Generate statements with line detail, follow the dunning ladder, set up payment plans, and read the patient ledger.

📊 2:00 ✓ Completed

Billers & Admins

Reports, exports & KPI alerts

Open any of the 18 built-in reports, filter and export to Excel/CSV/PDF, schedule email delivery, and set KPI threshold alerts.

🛠️ 2:00 ✓ Completed

Billers & Admins

Users, roles & the audit log

Create users with roles and granular permissions, manage clients and scoping, and trace anything in the audit log.

🤖 2:00 ✓ Completed

Billers & Admins

Velox copilot & AI agents

Operate the system in plain English, ask guarded data questions, and understand the fail-closed agent framework behind it.

🩺 2:00 ✓ Completed

Providers

The provider portal

Your dashboard, schedule, and patient list — everything a rendering provider needs, without the billing noise.

👤 2:00 ✓ Completed

Patients

The patient portal

Sign in to see appointments, visit history, statements, and your current balance.

💳 2:00 ✓ Completed

Patients

Understanding your statement

Read your statement line by line, see what insurance covered, and learn about payment plans if you need more time.