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Course Workbook

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IntakeQ Facebook Groups

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Module 1: Getting Started

Resources for New Businesses

IntakeQ vs. PracticeQ

Sign Up for New IntakeQ/PracticeQ Subscription

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

Have IntakeQ Convert Your Forms

Request Our Templates Be Sent Directly to Your IntakeQ Account

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

Thank You!

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Module 2.6 – Secure Patient Portal/Patient Messaging

The secure patient portal allows you to securely share forms, notes, documents, appointment details, and billing information. By adjusting portal settings, the provider determines what information the patient can access through the portal.

Module 2.6 - Secure Patient Portal/Patient Messaging

Helpful links:

The secure client portal: https://support.intakeq.com/category/175-secure-client-portal
Inviting patients/clients to your portal: https://support.intakeq.com/article/171-inviting-clients-to-your-messaging-portal
Inviting guardians to the portal on behalf of defendents: https://support.intakeq.com/article/266-can-adults-use-the-client-portal-on-behalf-of-their-dependents
Revoking access to the portal: https://support.intakeq.com/article/173-how-to-revoke-client-access-to-messaging-portal
Deleting a portal account: https://support.intakeq.com/article/284-deleting-client-portal-accounts