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Onboarding Checklist - Front Office

Joe S.
  • Updated

 

Onboarding any new staff can be difficult, especially when it comes to getting them up to speed with your practice's key software platforms.

Fusion Enterprise understands this and has created this helpful guide for any new front office staff to follow.

Simply go through the Phases in order and allow each new staff to review the materials suggested and practice what they have learned.

It will also be helpful for any new staff to take part in as many upcoming training webinars as possible.  We will be sure to let you know as they are scheduled!

FUS-E_PhaseOne_graphic.png

Be sure the admin/owner set up the user

Be sure your practice Administrator has assigned the correct roles within A2C for your duties

NOTE: Best Practice – All Clinics - Billing Manager, Billing Assistant, Administrator, or Front Office (need claim generation permissions).  To learn more about user roles see this article

A2C_PhaseTwo_graphic.png

Watch any associated training videos

It is recommended that you familiarize yourself with some specific training we have created for someone in a billing role.  You can find these training and more, by checking out our entire library of Training Videos and Downloads in our Knowledge Base.


We recommend that you watch the following videos in this order:

  1. Schedule Training video
  2. Case Dialogue Training Video
  3. Authorization Tracking Video

FUS-E_PhaseThree_graphic.png 

Review Important Knowledge Base Articles

Now that you have watched the key Fusion Enterprise Training Videos, it is critical that you review additional articles related to a few of the key areas that you will be working with.

Again, these articles along with many other helpful articles can be found in the Fusion Enterprise Knowledge Base.  Once you review the articles listed and linked below, please feel free to return to the Knowledge Base whenever you have questions to answer any questions that may arise.

Articles to Review:

Schedule

All of these articles can be found by clicking the hyperlink or visiting the Schedule section in the Patient category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the material  in the following folders:

Cases

All of these articles can be found by clicking the hyperlink or visiting the Case section in the Patient category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the following materials:

Case Binders

All of these articles can be found by clicking the hyperlink or visiting the Case Binder section in the Patient category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the following materials:

Tasks And Alerts

All of these articles can be found by clicking the hyperlink or visiting the Tasks & Alerts section in the Getting Started category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the following materials:

Messaging

NOTE: This contains information on services that are not default services.  Additional payments may be required to access some of these features.  Please check with your Fusion Enterprise Administrator or contact Fusion Enterprise support for assistance.

All of these articles can be found by clicking the hyperlink or visiting the Messaging section in the Administration category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the following materials:

Patient Portal

NOTE: This contains information on services that are not default services.  Additional payments may be required to access some of these features.  Please check with your Fusion Enterprise Administrator or contact Fusion Enterprise support for assistance.

All of these articles can be found by clicking the hyperlink or visiting the Patient Portal section in the Administration category in the Fusion Enterprise Knowledge Base.

Please familiarize yourself with the following materials:

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