Bonterra Academy Self-Signup (Free training resources!)
Bonterra Academy is an excellent resource for learning how to set up, use and manage your Bonterra Software. If you do not already have an Academy Account, you can sign up by following these steps to access this free content.
Signing Up:
Enter your First Name, Last Name, Email Address, and confirm your same Email Address
Enter one self-signup code:
for Administrators: Penelope Admin
for Standard Users: Penelope
for on-demand Document Training Series: Penelope DTS
Click “Register”
Check your inbox for an email from system@litmos.com prompting you to choose your Company, enter a password and login for the first time.
Complete!
Getting Started:
Log in to the Academy: bonterraacademy.bonterratech.com
Bookmark this URLfor easy access
Troubleshooting:
Reset your password at any time from bonterraacademy.bonterratech.com by clicking “I’ve forgotten my username/password.”
Use more than one Self-Signup Code to add additional Academy Access. Complete the form and register, then enter your details again with a different signup code (use the same email address to add the additional access to your existing Academy Account).
Reach out if you need additional Academy assistance: clienttrainingrequests@bonterratech.com
Penelope System Training
This training provides a platform where Penelope users can learn about Penelope’s functionality and capabilities and covers information for Customer Service, Front Desk Staff, Practitioners, and Managers.
Duration: 4 hrs 20 min
Penelope Reporting 101
This webinar gives customers an overview of reporting options available in Penelope, including the ability to access over 150 built-in reports, pull data into third-party apps like Excel, and create impressive data visualizations using Tableau, our add-on reports suite.
This training cover the following topics:
Standard Penelope built-in reports
Extract data directly from Penelope database (ODBC)
Tableau Server reports
Document data lists and data fields
Custom reporting solutions
Duration: 30 mins
Penelope Billing
This training cover the following topics:
Individual Accounts, Billing Overview, Quick Pay, & Payments
Deposits, Debits & Credits
Fee For Service, Service Fee Override, Sliding Scale, Admin Setup for Sliding Scale
Funder & Funder Account Page, Creating Invoices in Batch Mode
Public, Group & Private Policies, & Billing Sequence
Returns & Recovery, Coverage Maintenance & Expiry
EDI 837p, CMS, EDI 835 & EOB
Duration: 2 hrs 30 min