LCSW Outpatient Billing Mastery Guide (32 chars)

Generated from prompt:

Create a PowerPoint presentation titled 'Outpatient Therapy Billing Training for LCSWs' based on the provided document. Include these sections: 1. Title Slide – Outpatient Therapy Billing Training for LCSWs (Subtitle: Documentation, Eligibility, Systems, and Claims) 2. Training Goals – overview of learning objectives. 3. Workflow Overview – visual flow from intake to payment posting. 4. Using TheraNest / EnSora – key documentation and billing features. 5. CPT Codes Overview – table of common codes with descriptions. 6. Diagnosis & Charge Capture – key compliance reminders. 7. Insurance Verification (Availity & NaviNet) – verification steps and screenshots guidance. 8. PA Medicaid & PROMISe ID – explanation of requirements and provider setup. 9. PerformCare Overview – authorizations, billing, and denials. 10. Telehealth Billing – documentation, modifiers, and payer rules. 11. Billing Scenarios – real-world examples for commercial, Medicaid, and PerformCare. 12. Common Errors – typical mistakes and fixes. 13. Best Practices – compliance and efficiency tips. 14. Resources & Tools – links to TheraNest, Availity, NaviNet. 15. Closing Slide – key takeaways and contact for billing support.

Comprehensive training for LCSWs on outpatient therapy billing: workflow, CPT/ICD codes, TheraNest tools, eligibility (Availity/NaviNet), Medicaid/PerformCare rules, telehealth, scenarios, errors, bes

December 11, 202515 slides
Slide 1 of 15

Slide 1 - Outpatient Therapy Billing Training for LCSWs

This title slide introduces "Outpatient Therapy Billing Training for LCSWs." The subtitle lists key topics: Documentation, Eligibility, Systems, and Claims.

Outpatient Therapy Billing Training for LCSWs

Documentation, Eligibility, Systems, and Claims

Source: Training presentation outline

Slide 1 - Outpatient Therapy Billing Training for LCSWs
Slide 2 of 15

Slide 2 - Training Goals

The Training Goals slide outlines key objectives for billing training. It covers understanding the workflow from intake to payment, mastering CPT codes, eligibility checks, and documentation, plus learning tools like TheraNest and Availity with common pitfalls.

Training Goals

  • Understand billing workflow from intake to payment
  • Master CPT codes, eligibility checks, and documentation
  • Learn tools like TheraNest, Availity & common pitfalls
Slide 2 - Training Goals
Slide 3 of 15

Slide 3 - Workflow Overview

Slide 3 - Workflow Overview
Slide 4 of 15

Slide 4 - Using TheraNest / EnSora

The "Using TheraNest / EnSora" slide features a grid of five key tools for mental health practices. It highlights Client Intake Forms for onboarding, Progress Notes with templates, Superbill Generation, Insurance Batch Claims, and automated ERA Posting for efficient billing.

Using TheraNest / EnSora

{ "features": [ { "icon": "📋", "heading": "Client Intake Forms", "description": "Streamline onboarding with customizable digital forms." }, { "icon": "📝", "heading": "Progress Notes", "description": "Document sessions efficiently using templates and auto-save." }, { "icon": "🧾", "heading": "Superbill Generation", "description": "Instantly create superbills for self-pay clients." }, { "icon": "📦", "heading": "Insurance Batch Claims", "description": "Submit multiple claims efficiently in one batch." }, { "icon": "💳", "heading": "ERA Posting", "description": "Automate payment posting from remittance advice." } ] }

Speaker Notes
Key features integrate documentation and billing. Tips: Use templates for notes, batch claims weekly, post ERAs daily, update client info regularly.
Slide 4 - Using TheraNest / EnSora
Slide 5 of 15

Slide 5 - CPT Codes Overview

Slide 5 - CPT Codes Overview
Slide 6 of 15

Slide 6 - Diagnosis & Charge Capture

The slide on Diagnosis & Charge Capture stresses using ICD-10 codes that match services provided and documenting medical necessity for all services. It also advises capturing charges on the same day while avoiding unbundling to ensure compliance.

Diagnosis & Charge Capture

  • Use ICD-10 codes matching services provided
  • Document medical necessity for all services
  • Capture charges on the same day
  • Avoid unbundling to ensure compliance
Slide 6 - Diagnosis & Charge Capture
Slide 7 of 15

Slide 7 - Insurance Verification (Availity & NaviNet)

The slide details insurance verification steps in two columns: Availity (login, patient search, benefits check for copay/deductibles/auth, with screenshots) and PA-specific NaviNet (access portal, enter details, review copay/auth/PA coverage, with screenshots for compliance). It emphasizes capturing screenshots for records and eligibility summaries.

Insurance Verification (Availity & NaviNet)

Availity StepsNaviNet (PA-Specific)

| 1. Login to Availity portal.

  1. Search patient by ID/name.
  2. Check benefits: copay, deductibles, auth req.

Capture screenshots of verification screens for records. | 1. Access NaviNet portal.

  1. Enter patient details for real-time eligibility.
  2. Review copay, auth req, PA plan coverage.

Use screenshots for eligibility summary and compliance. |

Slide 7 - Insurance Verification (Availity & NaviNet)
Slide 8 of 15

Slide 8 - PA Medicaid & PROMISe ID

This slide on PA Medicaid & PROMISe ID lists key steps for providers. Enroll in the PROMISe portal, obtain a provider ID, verify Medicaid eligibility daily, and bill with the correct taxonomy.

PA Medicaid & PROMISe ID

  • Enroll in PROMISe portal
  • Obtain PROMISe provider ID
  • Verify Medicaid eligibility daily
  • Bill with correct taxonomy
Slide 8 - PA Medicaid & PROMISe ID
Slide 9 of 15

Slide 9 - PerformCare Overview

The PerformCare Overview slide instructs to obtain pre-service authorizations, include the auth number on claims, and appeal denials with notes. It highlights a common issue: missing prior auth.

PerformCare Overview

  • Obtain pre-service authorizations
  • Include auth # on claims
  • Appeal denials with notes
  • Common issue: Missing prior auth
Slide 9 - PerformCare Overview
Slide 10 of 15

Slide 10 - Telehealth Billing

Telehealth billing requires using the GT modifier on claims, documenting patient consent and location, and applying Place of Service code 02. Commercial payers accept telehealth claims, but Medicaid mandates video.

Telehealth Billing

  • Use GT modifier on telehealth claims
  • Document patient consent and location
  • Commercial payers: OK; Medicaid requires video
  • Place of Service code: 02

Source: Outpatient Therapy Billing Training for LCSWs

Speaker Notes
Emphasize documentation and payer-specific rules to avoid denials.
Slide 10 - Telehealth Billing
Slide 11 of 15

Slide 11 - Billing Scenarios

The slide "Billing Scenarios" details two cases: Commercial copay collection for an Aetna client, involving intake payment verification via Availity, documentation in TheraNest, and approval within 14 days. For PA Medicaid, it covers eligibility/PROMISe ID checks on Availity/NaviNet, entry into EnSora/TheraNest, no prior auth for routine therapy, and successful weekly-monitored billing.

Billing Scenarios

Commercial: Copay CollectionMedicaid: Auth Check
Scenario: Client with Aetna commercial plan, $25 copay. Collect at intake, document payment in TheraNest. Verify benefits via Availity first. Submit claim. Resolution: Approved and paid within 14 days.Scenario: PA Medicaid client. Verify eligibility & PROMISe ID on Availity/NaviNet. Enter ID in EnSora/TheraNest. No prior auth for routine LCSW therapy. Resolution: Claim bills successfully; monitor weekly.

Source: Outpatient Therapy Billing Training for LCSWs

Speaker Notes
PerformCare Example: Client requires prior authorization for therapy. Submit treatment plan and Dx via PerformCare portal. Obtain auth number (e.g., 90837 x 12 sessions). Bill with auth ref. Resolution: Claims paid post-auth; resubmit denials with proof.
Slide 11 - Billing Scenarios
Slide 12 of 15

Slide 12 - Common Errors

The slide, titled "Common Errors," presents a table listing three frequent issues and their fixes. These include missing diagnosis (add ICD-10), wrong modifier (use GP), and no authorization (verify prior).

Common Errors

{ "headers": [ "Error", "Fix" ], "rows": [ [ "Missing dx", "Add ICD-10" ], [ "Wrong mod", "Use GP" ], [ "No auth", "Verify prior" ] ] }

Slide 12 - Common Errors
Slide 13 of 15

Slide 13 - Best Practices

The "Best Practices" slide lists key recommendations for efficient operations. It includes performing daily eligibility checks, generating timely superbills, auditing 10% of claims, and training staff on updates.

Best Practices

  • Perform daily eligibility checks
  • Generate timely superbills
  • Audit 10% of claims
  • Train staff on updates
Slide 13 - Best Practices
Slide 14 of 15

Slide 14 - Resources & Tools

The "Resources & Tools" slide lists key platforms for administrative tasks in healthcare. It covers TheraNest for documentation and billing, Availity.com for insurance eligibility, NaviNet for payer authorizations, and the PROMISe Provider Handbook for Medicaid rules.

Resources & Tools

  • Access TheraNest login for documentation and billing
  • Use Availity.com for insurance eligibility verification
  • Log into NaviNet portal for payer authorizations
  • Consult PROMISe Provider Handbook for Medicaid rules

Source: Training Document

Slide 14 - Resources & Tools
Slide 15 of 15

Slide 15 - Key Takeaways

The conclusion slide "Key Takeaways" emphasizes three main points: master the workflow, always verify, and document thoroughly. It includes billing support contacts (billing@clinic.com | 555-1234) and invites Q&A.

Key Takeaways

• Master workflow

  • Verify always
  • Document thoroughly

Contact billing support: billing@clinic.com | 555-1234

Q&A

Master workflow, verify always, document thoroughly.

Source: Outpatient Therapy Billing Training for LCSWs

Slide 15 - Key Takeaways

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