Group training for medical billing

Group Billing Training is coming soon

Medical billing can seem far more complicated when you don’t know where to start.

Our live group billing training is designed to teach you the process from beginning to end—from making sure your practice is set up correctly to submitting claims, understanding what comes back from insurance, and troubleshooting when something goes wrong.

You do not need previous billing experience. The goal is that, by the end of the training, you understand the full billing process and have the tools and confidence to manage your own billing.

Learn Billing From Setup to Payment

Billing starts long before you submit your first claim. We’ll walk through the process step by step so you understand not only what to do, but why each piece matters.

Training will cover topics including:

Setting Up Your Practice for Billing

Making sure your taxonomy and provider information are set up correctly
Understanding EHR and clearinghouse enrollments
Billing addresses versus servicing addresses
Place of Service (POS) codes and settings
Understanding the information insurers use to process your claims
Identifying setup issues that can cause problems later

Submitting Claims

Understanding the anatomy of a CMS-1500 claim
How information from your EHR translates onto a claim
CPT codes, diagnoses, modifiers, and other claim information
Common payer-specific requirements
Submitting claims through your EHR or clearinghouse
Catching common mistakes before a claim is sent

We’ll use relevant payer examples throughout the training, including common modifier requirements. Because insurance requirements and contracts can vary and change, we’ll also talk about how to verify the current requirements for your contracts rather than relying solely on a rule someone gave you.

Understanding Payments and EOBs

How to read an Explanation of Benefits (EOB) or Electronic Remittance Advice (ERA)
Understanding allowed amounts, adjustments, and patient responsibility
Identifying whether a claim was actually paid correctly
Recognizing when something needs additional follow-up
Understanding the difference between rejections, denials, and other claim issues

Troubleshooting Claims

Common claim rejections and denials
How to identify why a claim did not process correctly
Corrections and resubmissions
Common diagnosis-related issues
Using payer portals and online tools to investigate claims
Ways to resolve problems without automatically spending an hour on the phone with insurance
Knowing when you actually do need to call

We’ll also briefly discuss documentation as it relates to insurance billing, including some of the documentation issues providers should be aware of when billing insurance. More comprehensive documentation and audit-preparation training will be referred to a colleague who specializes in that work.

Learn It. Try It. Come Back With Questions.

This is not designed to be a one-day webinar where you receive a lot of information and then have to figure out how to use it on your own.

Training will take place live over several weeks, with each session building on the last. Between sessions, you’ll have time to put what you learned into practice.

We’ll begin later sessions by talking through the places participants got stuck.

After learning claim submission, for example, you’ll have time to submit claims yourself before we move on. When we begin talking about EOBs and payments, you’ll have had the opportunity to see what actually happened with those claims and identify questions you did not know you had when we started.

You’re encouraged to bring questions and situations you encounter between sessions. To protect client privacy, participants should not share claims, EOBs, or other materials containing PHI. We’ll use redacted real-world examples to work through common billing scenarios together.

Built for People Who Don't Know What to Ask Yet

If you already understand billing but need help troubleshooting a complicated denial, understanding the nuances of a specific payer, or fixing your existing workflow, our 1:1 billing training may be a better fit.

Group training is designed for people who want a structured foundation.

It may be a good fit if you:

Want to bill insurance independently but have no idea where to begin
Are opening or transitioning into an insurance-based private practice
Want to move away from a third-party platform and bill insurers directly
Have been intimidated by the idea of managing your own billing
Are taking over billing responsibilities for a practice
Want to understand the entire process rather than piecing it together as problems arise

Clinicians, practice owners, and administrative staff are all welcome. Prior billing experience is not required.

Small, Live, and Interactive

Cohorts are intentionally kept small—approximately 10 participants—so there is room for questions, discussion, and troubleshooting throughout the training.

Along with live Zoom sessions, participants will receive practical resources to help put the material into use, including handouts, reference materials, templates, and tools for building a billing workflow of their own.

Because sometimes the most useful question is the one you do not know to ask until you actually try it.

Billing Doesn't Have to Keep You Stuck

Fear of billing is one of the reasons providers remain dependent on systems or platforms they might otherwise be ready to leave. Insurance billing has rules and a learning curve, but it does not need to remain a mystery.

Our goal is not just to show you how to submit a claim. It is to help you understand the process well enough that when something unexpected happens, you have an idea of where to look, what to ask, and what to do next.

By the end of the program, you should be prepared to manage the billing process for your own practice—from setup and claim submission through payment and basic troubleshooting.

Interested in the Next Group?

Our next group medical billing training is currently in development.