Training Center

🚪 2:00 ✓ Completed

Nurses & Immunizers

Sign in & the Vaccines workspace

First login with two-factor setup, then a tour of the Vaccines menu: Immunizations log, Clinic day, Inventory, and the client selector.

📦 2:00 ✓ Completed

Nurses & Immunizers

Receive stock & manage lots

Receive vaccine by NDC, lot and expiration for a client or facility, watch on-hand counts fall as doses are given, and record wastage.

💉 2:30 ✓ Completed

Nurses & Immunizers

Run a clinic day at a facility

Pick the facility and date, pick the resident, pick the vaccine and lot, capture consent and VIS, record — and see the Part A-stay flag before the needle.

🗒️ 2:00 ✓ Completed

Nurses & Immunizers

Refusals, contraindications & history

Document refusals and contraindications without billing, read the resident's immunization history, and understand the registry (IIS) status.

🧾 2:30 ✓ Completed

Billers & Admins

From administration to a clean claim

How each recorded shot becomes the day's visit under the medical director with a product line (NDC, units, Z23) and the right administration code for the payer — priced from the CMS fee schedule.

🛡️ 2:30 ✓ Completed

Billers & Admins

The vaccine scrubber

Part A SNF stays, Part D vaccines on Medicare claims, admin/product pairing, NDC, NCCI one-family-per-day, in-home add-ons — what gets held, why, and how to fix it.

⚡ 2:00 ✓ Completed

Billers & Admins

Create claims & submit

Create claims for a clinic day in one click, review the claim and CMS-1500, and transmit 837P claims with NDC segments through the clearinghouse.

💵 2:00 ✓ Completed

Billers & Admins

ERA / 835 & payment posting

Auto-post matched remittance lines for product and administration, work the unmatched queue, post manual payments, and reverse mistakes safely.

🚦 2:30 ✓ Completed

Billers & Admins

Denials & appeals for vaccine claims

Route denials by CARC/RARC, correct and resubmit coding denials, and draft citation-verified, human-attested appeals when a payer gets it wrong.

📊 2:00 ✓ Completed

Billers & Admins

Immunization log, reports & KPI alerts

Doses given, billed and paid by facility and payer; unbilled and held visits; A/R aging; exports, scheduled delivery, and KPI alerts.

🛠️ 2:30 ✓ Completed

Billers & Admins

Vaccine settings, catalog & Medicare fees

Set the medical director per client, facility types and CMS locality, each payer's admin-code policy, and refresh the CMS vaccine pricing files.

🧑‍⚖️ 2:00 ✓ Completed

Billers & Admins

Users, roles & the audit log

Create immunizer, biller and admin users with granular permissions, scope billers to clients, and trace any administration or override in the audit log.

🤖 2:00 ✓ Completed

Billers & Admins

Velox copilot

Operate the system in plain English — "create claims for yesterday's clinic at Oakridge" — with permission checks and approval gates on anything irreversible.

📝 3:00 ✓ Completed

Clinical Notes

Clinical notes for providers

Start an initial or follow-up nephrology note, fill it from PointClickCare, dictate or insert snippets, add diagnoses and CPT codes, then sign — the visit and charges are created for you.

🧩 6:00 ✓ Completed

Clinical Notes

Note template builder (admins)

A tour of the three-pane builder: structure, field settings (types, choices, required, PointClickCare fill, snippets) and live preview, then Check, Publish, versions, and client-specific templates.

✂️ 2:30 ✓ Completed

Clinical Notes

Note snippets (admins)

Build the shared snippet library, write fill-in blanks, attach snippets to template fields in the order providers should see them, and retire old wording without touching signed notes.

🩺 2:00 ✓ Completed

Medical Directors

The medical director portal

Your schedule of clinic days, the residents vaccinated under your NPI, and your profile — without the billing noise.

👤 2:00 ✓ Completed

Residents & Families

The resident & family portal

Sign in to see immunizations received, upcoming clinic days, visit history, statements and any balance.

💳 2:00 ✓ Completed

Residents & Families

Understanding your statement

Medicare covers flu, pneumococcal, COVID-19 and hepatitis B vaccines with no copay; learn to read a statement when another plan leaves a balance.