Introduction to the company and department overview
2
Clarification of roles, responsibilities, and expectations
3
Software and system access setup
4
Training on the use of the billing software and systems
5
Understanding the service codes and payment models
6
Introduction to the company’s billing cycle and procedures
7
Training on patient data privacy and security compliance
8
Understanding MSP Billing and codes
9
Training on how to create, submit and follow up on claims
10
Meet with mentor or department supervisor for day to day guidance
11
Setup of email, phone, and other communication systems
12
Familiarization with reporting and data analysis tools
13
Working with a sample patient data and creating a mock bill
14
Understand how to research and resolve billing discrepancies
15
Approval: Manager on competency of handling the billing process
16
Introduction to the medical team or department the specialist will be working with
17
Training on documentation and record maintenance
18
Understanding the dispute management and appeal process
19
Meeting with HR for benefits and policies orientation
20
Review and sign the job description and responsibilities
Introduction to the company and department overview
In this task, the new MSP billing specialist will be introduced to the company and provided with an overview of the department. They will learn about the company's mission, values, and goals, as well as the department's role in achieving them. Through this task, the new specialist will understand the importance of their role in contributing to the success of the company. They will also have the opportunity to ask any questions and clarify any doubts.
Clarification of roles, responsibilities, and expectations
This task focuses on clarifying the roles, responsibilities, and expectations of the new MSP billing specialist. They will be provided with a detailed breakdown of their job duties and responsibilities, including specific tasks they will be handling. By understanding these expectations, the specialist will be able to align their work with the company's objectives. This task also aims to address any misconceptions or uncertainties the new specialist may have about their role.
Software and system access setup
In this task, the new MSP billing specialist will be guided through the setup and access process of the billing software and systems they will be using. They will be provided with the necessary login credentials and given step-by-step instructions on how to access the software and systems. This task ensures that the new specialist has the required access and tools to perform their duties efficiently.
Training on the use of the billing software and systems
This task is designed to provide the new MSP billing specialist with comprehensive training on the use of the billing software and systems. They will be guided through each feature and functionality, learning how to navigate and utilize the software effectively. The specialist will gain hands-on experience and receive guidance on using the software to generate bills, track payments, and manage billing data.
1
Online tutorials
2
In-person training
3
Video tutorials
Understanding the service codes and payment models
In this task, the new MSP billing specialist will be familiarized with the service codes and payment models used in MSP billing. They will learn about the different codes that correspond to specific medical services and procedures. The specialist will also gain an understanding of the various payment models, such as fee-for-service and capitation. This knowledge will enable them to accurately code and bill for services provided.
1
Fee-for-service
2
Capitation
3
Bundled payments
4
Value-based payments
5
Others
Introduction to the company’s billing cycle and procedures
This task focuses on introducing the new MSP billing specialist to the company's billing cycle and procedures. They will learn about the timeline and frequency of billing, as well as the steps involved in the billing process. The specialist will understand how invoices are generated, reviewed, and submitted for payment. This knowledge will enable them to effectively manage the billing cycle and ensure timely reimbursement.
Training on patient data privacy and security compliance
In this task, the new MSP billing specialist will undergo training on patient data privacy and security compliance. They will learn about the legal and ethical obligations related to handling sensitive patient information. The specialist will understand the importance of maintaining confidentiality and the consequences of non-compliance. Through this task, they will gain knowledge and skills to protect patient privacy and safeguard data.
Understanding MSP Billing and codes
This task aims to deepen the new MSP billing specialist's understanding of MSP billing and codes. They will explore the intricacies of MSP billing, including the rules, regulations, and guidelines governing the process. The specialist will become familiar with the different codes and their corresponding descriptions, enabling them to accurately assign the appropriate codes to medical services.
1
MSP001
2
MSP002
3
MSP003
4
MSP004
5
MSP005
Training on how to create, submit and follow up on claims
In this task, the new MSP billing specialist will receive training on creating, submitting, and following up on claims. They will learn the necessary steps to create accurate claims and information required for submission. The specialist will also gain insights into the common reasons for claim denials and the necessary steps to resolve them. This knowledge will enable them to effectively manage claims and optimize reimbursement.
Meet with mentor or department supervisor for day to day guidance
This task involves scheduling a meeting between the new MSP billing specialist and their assigned mentor or department supervisor. In the meeting, the specialist will have the opportunity to seek guidance, ask questions, and address any concerns related to their day-to-day tasks. The mentor or supervisor will provide support and assistance to ensure a smooth transition and successful onboarding.
Setup of email, phone, and other communication systems
In this task, the new MSP billing specialist will go through the process of setting up their email, phone, and other communication systems. They will be provided with the necessary instructions and resources to configure these systems. This task ensures that the specialist has the means to communicate effectively with colleagues, superiors, and external stakeholders.
Familiarization with reporting and data analysis tools
This task aims to familiarize the new MSP billing specialist with the reporting and data analysis tools used in the department. They will learn how to generate reports, analyze data, and extract meaningful insights. The specialist will gain knowledge on using these tools to track billing metrics, identify trends, and make data-driven decisions. This task equips them with the necessary skills to contribute to the department's performance improvement.
1
Microsoft Excel
2
Tableau
3
Power BI
4
Google Sheets
5
Other
Working with a sample patient data and creating a mock bill
In this task, the new MSP billing specialist will work with a sample patient data and create a mock bill. They will be provided with a simulated scenario where they can apply their knowledge of MSP billing codes, create an accurate bill, and analyze the billing data. This task offers hands-on experience and allows the specialist to practice their skills before handling real patient data and bills.
1
MSP001
2
MSP002
3
MSP003
4
MSP004
5
MSP005
Understand how to research and resolve billing discrepancies
This task focuses on training the new MSP billing specialist on researching and resolving billing discrepancies. They will learn how to identify and investigate billing discrepancies, such as incorrect charges or missing payments. The specialist will gain knowledge on the necessary steps to rectify these errors and ensure accurate billing. This task equips them with the skills to address and resolve billing discrepancies effectively.
1
EHR system
2
Payment portals
3
Internal billing reports
4
Insurance company websites
5
Other
Approval: Manager on competency of handling the billing process
Will be submitted for approval:
Training on how to create, submit and follow up on claims
Will be submitted
Introduction to the medical team or department the specialist will be working with
In this task, the new MSP billing specialist will be introduced to the medical team or department they will be working with. They will learn about the roles and responsibilities of the team members, their areas of expertise, and their importance in the overall healthcare delivery process. This task aims to foster collaboration and provide the specialist with an understanding of the working dynamics within the department.
Training on documentation and record maintenance
This task focuses on training the new MSP billing specialist on documentation and record maintenance practices. They will learn the importance of maintaining accurate and organized records, including billing documents, invoices, and payment receipts. The specialist will gain insights into the best practices for documentation and record maintenance, ensuring compliance with legal and regulatory requirements.
Understanding the dispute management and appeal process
In this task, the new MSP billing specialist will gain an understanding of the dispute management and appeal process. They will learn about the common reasons for billing disputes, such as denied claims or payment discrepancies. The specialist will become familiar with the necessary steps and procedures to resolve disputes and go through the appeal process. This knowledge will enable them to effectively manage and advocate for their billing claims.
1
Denied claim
2
Payment discrepancy
3
Missing documentation
4
Coding error
5
Other
Meeting with HR for benefits and policies orientation
This task involves scheduling a meeting between the new MSP billing specialist and the HR department. In the meeting, HR will provide an orientation on company benefits and policies, including healthcare coverage, vacation, and sick leave policies. The specialist will have the opportunity to ask questions and clarify any doubts regarding their employment benefits and responsibilities.
Review and sign the job description and responsibilities
In this task, the new MSP billing specialist will review and sign the job description and responsibilities document. They will carefully review the document, ensuring they fully understand their role and the expectations associated with it. Once they have reviewed and acknowledged their understanding, they will sign the document to indicate their agreement and commitment to fulfilling their duties.
