Financial

Courses tagged with "Financial"

Designed as a continuation of the Home Care Financial Fundamental course. This course covers the home care month-end suite of reports as well as the Axxess Revenue Cycle Management (RCM) solution. Successful completion of this course, along with the Home Care Financial Fundamental course, will receive their Axxess Home Care Financial Certification certificate and badge. Prior completion of the Home Care Financial Fundamental course is encouraged.

Program Content:
3 courses - 10 videos - 38m total length

Home Care Month End Suite Part 1

  • Introduction to Axxess Month End Reporting
  • Month End AR Report
  • Month End AR Roll Forward
Home Care Month End Suit Part 2
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue
  • Month End Claim and Invoice Activity Report
Home Care Axxess RCM Review
  • RCM Dashboard Overview Part 1
  • RCM Dashboard Overview Part 2 
  • RCM Clearinghouse Overview Part 1 
  • RCM Clearinghouse Overview Part 2

Category: Financial
Price: Free
Course rating: 5.0(1)

Designed to benefit providers who require training on home care billing and the managed care workflow. There are no prerequisites.

Program Content:
4 courses - 12 videos - 58m total length

Introduction to Home Care

  • Introduction to Axxess Training and Certification
  • Axxess Home Care Overview
Home Care Billing Part 1
  • Billing Starts with Operations Home Care RCM
  • Creating and Sending Invoices Part 1 
  • Creating and Sending Invoices Part 2
Home Care Billing Part 2
  • Outstanding Invoices and Invoice Verification 
  • Invoice History and Tracking 
  • Posting Payments and Adjustments
Managed Care Fundamentals
  • Create Claims 
  • Outstanding Claims and Claim Verification 
  • Claims History and Tracking
  • Claims Submission and Submission History

Category: Financial
Price: Free
Course rating: 5.0(1)

This course covers home health financial information including CMS Cost Reporting, the home health payment system and an array of Axxess month-end financial reports. Upon successful completion, combined with the completion of the Axxess Home Health Fundamental Financial course, you will receive your Axxess Home Health Financial Certification certificate and badge. Prior completion of the Home Health Fundamental Financial course is encouraged.

CEUs: 2.5

Program Content:
3 courses - 10 videos - 1h 9m total length

Foundation of Financial Management 
  • Financial Management 101 
  • Cost Report Basics 
  • Home Health Payment System 
  • Review Choice Demonstration 

Month End Suite - Part 1 
  • Introduction to Month End Reporting Suite 
  • AR Roll Forward Report 
  • Earned Revenue (1 over X) 

Month End Suite - Part 2 
  • Managed Care Earned Revenue Report 
  • Month End AR Report 
  • Unbilled AR Report 
  • Payment and Adjustment Activity Report 

Category: Financial
Price: Free

Designed for participants who seek additional understanding of home health billing and claims management in Axxess Home Health. This course includes tutorials on insurance billing, reporting, Pre-Claim Review, Axxess Revenue Cycle Management (RCM) and Clearinghouse. There are no prerequisites

CEUs: 3

Program Content:
6 courses - 16 videos - 1h 45m total length

Introduction to Home Health 
  • Introduction to Axxess Certification 
  • See How Clinicians Transform Lives 
  • Caring With Your Heart 

Foundation of Billing Management 
  • PDGM Basics 
  • Explanation of NOA Claim 
  • Billing Starts with Operations - Revenue Cycle Management 
  • EDI ERA Enrollment 

Home Health Billing Part 1 
  • Introduction to the Billing Center 
  • NOA Submission Process 
  • Final Claim Part 1 
  • Final Claim Part 2 

Home Health Billing Part 2 
  • Managed Care Claim Part 1 
  • Managed Care Claim Part 2 
  • Pending Claims 
  • Claims History 

Home Health Billing Part 3 
  • Remittance Advice 
  • Claim Activity Report 
  • Claim Analysis Report 

Home Health Billing Part 4 
  • Pre-Claim Review Center 
  • Axxess RCM Dashboard and Reporting 
  • Clearinghouse Menu 

Category: Financial
Price: Free

This course includes hospice financial information, including financial management, budgeting, inpatient, CAP, nursing home room and board calculations as well as the Axxess Revenue Cycle Management (RCM) solution. Upon successful completion, and combined with the completion of the Axxess Hospice Fundamental Financial course, you will receive your Axxess Hospice Financial Certification certificate and badge. Prior completion of the Hospice Fundamental Financial course is encouraged.

CEUs: 2.5

Program Content:
4 courses - 8 videos -  57m total length

Foundation of Financial Management Part 1

  • Financial Management 101 
  • Financial Management Per Patient Day Method  
  • Budgeting and Forecasting
Foundation of Financial Management Part 2
  • Basics of Cost Reporting  
  • Physicians Billing Additional Hospice Revenue 
  • Inpatient and Cap Calculations
  • Nursing Home Room and Board
Financial Reporting
  • Hospice Month End Close GL Report Package 
  • RCM Dashboard and Reporting

Category: Financial
Price: Free
Course rating: 5.0(1)

Designed for participants who seek an understanding of hospice billing and claims management in Axxess Hospice. This course includes tutorials on hospice claims and claim workflow. There are no prerequisites.

CEUs: 3.75

Program Content:
3 courses- 10 videos - 52m total Length

Foundation of Hospice Billing

  • Introduction to Axxess Certification 
  • Billing Starts with Operations Hospice RCM 
  • Traditional Hospice Payers 
  • Elements of a Hospice Claim
Hospice Billing Part 1
  • Introduction to the Billing Dashboard 
  • Notice of Election 
  • Notice of Termination and Revocation
Hospice Billing Part 2
  • Hospice Claim Workflow Process Part 1 
  • Hospice Claim Workflow Process Part 2  
  • Remittance Advice

Category: Financial
Price: Free
Course rating: 5.0(1)

Designed for learners to gain knowledge about the financial and billing features in the Axxess Palliative Care solution. It is encouraged that all learners also consider completing the Axxess Palliative Industry Certification program. Upon completion of this program, you will receive your digital Axxess Palliative Care Financial Certification badge. 2.0 continuing education contact hours are earned in this program. 

Program Content
6 courses - 16 videos - 1h 6m total length

CEUs: 2

Price: Free
Course rating: 4.0(1)

Home Care What's New: Solution Updates – December 2025 is a 45-minute course comprising 7 modules that introduces essential Axxess Home Care feature updates designed to improve accuracy, compliance and efficiency. Learners will explore workflows such as marking paid tasks as pending approval, managing physician orders with send and received dates and streamlining documentation through multiple order processing. Learners will also explore advanced tools such as Change in Condition Addendum and Alerts, the Unbilled Accounts Receivable Roll Forward Report and loading previous assessment fields into care. By the end of the course, learners will be equipped to optimize payroll, billing, documentation and employee management processes.

Price: Free
Course rating:

5.0(5)

Training focused on billing various claim types in Axxess Home Care and Axxess RCM .    

Course Content: 
2 sections - 20 videos - 1h 26m total length 

Home Care Billing Part 1  
  • Billing Starts with Operations – Home Care RCM 
  • Creating and Sending Invoices Part 1 
  • Creating and Sending Invoices Part 2 
  • Outstanding Invoices and Invoice Verification 
  • Invoice History and Tracking 
  • Posting Payments and Adjustments 
  • Managed Care – Create Claims 
  • Managed Care - Outstanding Claims and Claim Verification 
  • Managed Care – Claims History and Tracking 
  • Managed Care – Claims Submission and Submission History 
Home Care Billing Part 2 
  • Introduction to Axxess Month End Reporting 
  • Month End AR Report 
  • Month End AR Roll Forward 
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue 
  • Month End Claim and Invoice Activity Report 
  • RCM Dashboard Overview Part 1 
  • RCM Dashboard Overview Part 2 
  • RCM Clearinghouse Overview Part 1 
  • RCM Clearinghouse Overview Part 2 
Category: Financial
Price: Free

Training related to Manage Care billing including claim creation, tracking and history of the managed care claim. 

Course Content: 
4 videos - 14m total length 

Home Care Managed Care Fundamentals 

  • Managed Care – Create Claims 
  • Managed Care - Outstanding Claims and Claim Verification 
  • Managed Care – Claims History and Tracking 
  • Managed Care – Claims Submission and Submission History 

Category: Financial
Price: Free
Course rating: 4.0(1)

Training related to Axxess Home Care Month End Suite of Financial reports.    

Course Content: 
6 videos - 24m total length 

Home Care Month End Suite 

  • Introduction to Axxess Month End Reporting 
  • Month End AR Report 
  • Month End AR Roll Forward 
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue 
  • Month End Claim and Invoice Activity Report

Category: Financial
Price: Free
Course rating: 3.0(1)

Training related to the Quality Assurance Center in Axxess Home Care.    

Course Content: 
7 videos - 34m total length 

Home Care Operational Quality and Financial Tools 

  • Introduction to Business Intelligence 
  • Axxess BI Key Performance Metrics 
  • Processing Payroll 
  • Report Center 
  • Introduction to Axxess Month End Reporting 
  • Introduction to Axxess Month End Reporting 
  • Billing Starts with Operations – Home Care RCM 
  • QA Center 

Category: Financial
Price: Free
Course rating: 3.0(1)

Home Health What’s New: Solution Updates June 2026 provides a focused overview of the latest enhancements to Axxess Home Health Solutions. This video training course lasts approximately 60 minutes and highlights four new features, updated workflows and best practices designed to improve patient care, streamline operations and support regulatory compliance. Learners will gain practical insights to confidently implement these updates in daily home health operations.

Price: Free
Course rating: 4.4(7)
Training focused on billing various claim types in Axxess Home Health. This training also covers Axxess RCM and the Pre-Claim Review Center.

Course Content:
4 sections - 14 videos - 1h 7m total length

Home Health Billing Part 1 
  • Introduction to the Billing Center 
  • NOA Submission Process 
  • Final Claim Part 1 
  • Final Claim Part 2 
Home Health Billing Part 2 
  • Managed Care Claim Part 1 
  • Managed Care Claim Part 2 
  • Pending Claims 
  • Claims History 
Home Health Billing Part 3 
  • Remittance Advice 
  • Claim Activity Report 
  • Claim Analysis Report 
Home Health Billing Part 4 
  • Axxess RCM Dashboard and Reporting 
  • Clearinghouse Menu 
  • Pre-Claim Review Center 
Category: Financial
Price: Free
Training related to Axxess Home Health Month End Suite of Financial reports.

Course Content:

2 sections - 6 videos - 29m total length

Home Health Month End Suite Part 1 

  • Introduction to Axxess Month End Reporting 
  • AR Roll Forward Report 
  • Earned Revenue (1 over X) 
Home Health Month End Suite Part 2 
  • Managed Care Earned Revenue Report 
  • Month End AR Report 
  • Payment and Adjustment Activity Report 
Category: Financial
Price: Free

This course series is approximately 40 minutes long and in short 5 minute videos. MAP is a service provided by the interoperability partner SimiTree. It contains robust reports and analytics to support marketing strategy. The learner will be led step by step on how to use the various filters and reports. 

Category: Financial
Price: Free
Course rating: 5.0(1)

Training related to the Quality Assurance Center and PDGM related tools in Axxess Home Health.

Course Content:  
4 videos - 18m total length

Home Health Operational Quality and Financial Tools 

  • QA Center 
  • Gross Margin Calculator 
  • PDGM Dashboard 
  • PDGM Center 

Category: Operational
Price: Free

Hospice What's New: Solution Updates December 2025 is an 80-minute training that highlights five key enhancements in Axxess Hospice Solutions. Through three concise modules, learners will explore updates that improve care delivery, streamline workflows, and support compliance. Topics include new CAHPS survey options, payment archiving, accounts receivable adjustments, UB-04 automation, and updated HOPE questions in nursing notes.

Price: Free
Course rating:

4.7(6)

Training focused on the Billing process in Axxess Hospice.

Course Content
7 sections - 22 videos - 2h 6m total length 

Hospice Biller Training Part 1 
  • Billing Starts with Operations - Hospice Revenue Cycle Management 
  • Traditional Hospice Payers 
  • Elements of the Hospice Claim 
Hospice Biller Training Part 2 
  • Introduction to the Billing Dashboard 
  • Notice of Election 
  • Notice of Termination and Revocation 
Hospice Biller Training Part 3 
  • Hospice Claim Workflow Process Part 1 
  • Hospice Claim Workflow Process Part 2 
  • Remittance Advice
Hospice Biller Training Part 4 
  • Financial Management 101 
  • Financial Management Per Patient Day Method 
  • Budgeting and Forecasting 
Hospice Biller Training Part 5 
  • Basics of Cost Reporting 
  • Physicians Billing Additional Hospice Revenue 
  • Inpatient and Cap Calculations 
  • Nursing Home Room and Board 
Hospice Biller Training Part 6 
  • Hospice Month End Close - GL Report Package 
  • RCM Dashboard and Reporting 
Hospice Biller Training Part 7 
  • Adding Payer/Insurance 
  • Orders Dashboard 
  • Admin Dashboard 
  • Schedule Dashboard 
Category: Financial
Price: Free
Training focused on billing processes in Axxess Hospice.    
 
Course Content: 
2 sections - 9 videos - 44m total length 

Hospice Financial Management Part 1 
  • Introduction to the Billing Dashboard 
  • Hospice Claim Workflow Process Part 1 
  • Hospice Claim Workflow Process Part 2 
  • Notice of Election 
  • Notice of Termination and Revocation 
Hospice Financial Management Part 2 
  • RCM Dashboard and Reporting 
  • Hospice Month End Close – GL Report Package 
  • Remittance Advice 
  • Axxess Business Intelligence 
Category: Financial
Price: Free