Financial Clarity: Simplify Your Billing & Documentation

Billing setup isn’t just a technical task—it’s the foundation of your revenue cycle. In this webinar, we’ll walk through how to configure billing in your system so claims are clean, submissions are faster, and payments come in with fewer delays or denials.

You’ll see how the right setup—combined with automation—can reduce errors and improve visibility into your revenue. 

In this webinar, you’ll learn how to:

• Set up clearinghouse integrations to support smooth, reliable claim submission
• Configure clinical and claim settings (providers, facilities, payers, and defaults) to prevent common billing issues
• Build services with accurate CPT codes, DX codes, modifiers, units, and places of service
• Use DX code question types and CPT/DX notes to support clean, defensible claims
• Create, submit, validate, and manage claims individually or in bulk
• Track claims, payments, and appointments to understand where revenue stands
• Prepare forms to collect the billing information needed to avoid delays in payment

Whether you’re setting up billing for the first time or refining an existing workflow, this session will help you reduce friction, minimize denials, and build a billing process that supports consistent, predictable revenue.