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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

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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

Thank You!

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To request that our questionnaire, consent forms, and/or note templates be sent directly to your IntakeQ account, please complete the following information:

You may also view them here:

Orofacial Myology Intake Questionnaire
Good Faith Estimate
Notice of Privacy Practices and Receipt
Orofacial Myology Informed Consent (Attorney-reviewed)
Financial Responsibility Policy (Attorney-reviewed)
Photo/Video Release Form (Attorney-reviewed)
Televisit Consent Form (Attorney-reviewed)
Agreement for Written and Electronic Communications (Attorney-reviewed)
Authorization for Release of Information (Pending attorney review)
Truth In Lending Form (Pending attorney review)
Orofacial Myofunctional Therapy Package Agreement (Pending attorney review)
Orofacial Myofunctional Therapy Package Termination Agreement (Pending attorney review)
Orofacial Myofunctional Evaluation Note Template
Orofacial Myofunctional Therapy Treatment Note Template
Orofacial Myofunctional Therapy Re-eval Note Template
Exercise List Journal Template
Time Chart Journal Template
Home Observation Journal Template
Pain Log Journal Template
Oral Habit Journal Template
Sleep Tracker Journal Template
TMD Disability Index Journal Template
Neck Pain Disability Index Journal Template