We're focused on Billing and Payment in this phase. You'll develop a thorough understanding of NikoHealth's Invoice Queue and you'll learn how to work from this queue to manage all your invoices. You'll understand the different invoice status that exist in NikoHealth and how to address each invoice.
Then you'll shift to Payment and do a deep dive into the Payment Queue. Again, you'll learn what payment statuses mean in NikoHealth and how to work with payments and deposits.
Finally, we'll show you the powerful reporting functionality for Billing and Payment.
Phase 7 training is broken down into the following topics:
Invoice Queue and Invoice Statuses
Submitting Invoices
Managing Invoice Denials
Understanding Payments
Creating Deposits
Billing and Payment Reports
LEARN
Begin by watching our Onboarding Webinar 7: Billing to Payment Overview.This is a 60min video.
TRY
Now that you've watched the webinar, go through the checklist below and try to complete the action items in NikoHealth. We've provided links to videos and tutorials for each topic, if you need additional help.
Be sure to make a note of any questions or issues you run into so we can address them when we meet!
Invoice Queue and Invoice Statuses
Review Invoice Queue 
Review and understand Invoice Statuses 
Review Auditing Invoices 
Create Saved Filters in Invoice Queue 
Submitting Invoices
Practice submitting Invoice electronically 
Practice submitting Paper Invoice 
Practice batch Invoice submission 
Managing Invoice Denials
Review how to manage Denials 
Understanding Payments
Review EOB/ERA tab 
Confirm all Payers setup (under Management Tab)
Review Payments Tab
Understand Payment Statuses
Review how to address failed payments.
Review and understand Allowable Discrepancy
Creating Deposits
Review Deposits Tab overview 
Practice creating a Deposit from the Deposits Tab
Practice creating a Deposit from the Payments Tab
Billing and Payment Reports
Review A/R Aging Report 
Review Rental Report
Review Claim Submissions Report
Review Denials Detail Report
Review Invoice Detail Report
Review Payment Detail Report
Review Payment Remittance Report
ASK
Now that you’ve spent some time in NikoHealth and worked through the checklist, bring us your questions! You’ll meet with your Project Manager so that we can address any questions or problems you faced and bring you personalized support!