INTAKEQ-4-U™

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Course Workbook

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Module 1: Getting Started

Resources for New Businesses

IntakeQ vs. PracticeQ

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Module 1.1 - Account Settings

Module 1.2 - Team Settings

Module 1.3 - Other Settings

Module 1.4 - Transitioning From Another EHR

Module 2: Scheduling

Sample Cancellation Policies

Module 2.1 - Booking Settings

Module 2.2 - Calendar Settings and Scheduling

Module 2.3 - Telehealth

Module 2.4 - Appointment Check-Ins

Module 2.5 - Cancelled, Deleted, and Missed Appointments

Module 2.6 - Secure Patient Portal/Patient Messaging

Module 2.7 - The Client Profile/Patient Chart

Module 3: Billing

Module 3.1 - National Provider Identifier (NPI) & Employer Identification Number (EIN)

Module 3.2 - ICD Codes

Module 3.3 - CPT® Codes

Module 3.4 - CPT® Modifiers

Module 3.5 - Place of Service Codes

Module 3.6 - HSA and FSA

Module 3.7 - Creating Packages

Module 3.8 - Billing for Packages

Module 3.9 - Invoicing

Module 3.10 - Manual, Auto, and Recurring Payments

Module 3.11 - Superbills

Module 3.12 - Creating Statements and Receipts

Module 3.13 - Refunds

Module 3.14 - Billing Directly to Insurance

Module 4: Questionnaires and Consent Forms

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Module 4.1 - Creating Forms

Module 4.2 - Customizing Intake Packages

Module 4.3 - Sharing Forms

Module 4.5 - Other Things You Need to Know About Forms

Module 5: Notes and Journal Entries

Module 5.1 - Creating and Linking Notes

Module 5.2 - Advanced Note Options (Staff Comments, Snippets, Pinned Notes, and Replicating Notes)

Module 5.3 - Sharing Notes

Module 5.4 - Creating Journal Entries

Module 6: Office Management

Module 6.1 - Internal/Team Messaging

Module 6.2 - Task Management

Module 6.3 - Running Reports

Module 7: Advanced Tools & Integrations

Module 7.1 - Software Integration

Module 7.2 - Faxing

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Module 3.3 – CPT® Codes

Current Procedural Terminology (CPT®) 5-digit codes are standardized medical nomenclature used by health care providers for billing and other purposes. If you are issuing superbills or insurance claims, you will need to provide the most appropriate CPT codes for the services you render. To learn more about the codes, you will need a CPT Codebook, which can be purchased here: https://www.ama-assn.org/amaone/cpt-current-procedural-terminology?gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hNIdhI59ZgPuPLBvDov0WG_eSPJMxUiaFUS-Bci16_f1pFjVdwD_NBoCd1wQAvD_BwE, or you can see if your local library has a copy in stock.

You can upload a CPT code file of the most commonly used CPT codes by SLPs and RDHs to create a CPT code bank in your account:

How to import a CPT code CSV file: https://support.intakeq.com/article/310-importing-procedure-codes
CPT CODE CSV FILE

Based on the recommendations I have personally received from legal counsel, if you are a RDH practicing orofacial myology and issuing superbills, I suggest billing under a supervising/incident to arrangement with a physician using the 99211 CPT code. Please verify this information with your attorney prior to beginning billing.

Module 3.3 - CPT Codes