HENO On-Boarding Task List

  ⃣    

Getting Started with HENO!

 ⃣    1.Schedule Kick off
        ⃣    Kick Off Date: _____________
 ⃣    Send Practice Information
 ⃣    Send Outcomes that you use to Support@heno.io
 ⃣    Log into HENO for the First time

  ⃣    

Kick-Off Call (Generally 1 Hour)

 ⃣    Select Live Date: ______________
 ⃣    Schedule Weekly Check-ins until Live Date (Generally 30-minute meetings)
         ⃣    Week 1: _____________
         ⃣    Week 2: _____________
         ⃣    Week 3: _____________
         ⃣    Week 4: _____________
         ⃣    Additional Weeks: _____________
 ⃣    How to Get to Article/Videos
 ⃣    Office Ally ERA/EDI Enrollment
    *These can take anywhere from 5 days 8 weeks to process depending on the insurance.
        ⃣    ERA Forms: Allows you to receive Electronic EOBs into HENO
        ⃣    EDI Forms: Allows you to Submit Electronically.
 ⃣   Questions with your On-boarding Specialist

  ⃣    

Training with HENO
*Please note training is Mandatory to help you migrate efficiently into HENO

 ⃣    Front Office Training
         ⃣  Register for Live Classroom Training (Best experience)
         ⃣  Watch Recorded video 
         ⃣   Look up Set up/Use Articles
 ⃣    Billing Training
         ⃣  Register for Live Classroom Training (Best experience)
         ⃣  Watch Recorded video 
         ⃣   Look up Set up/Use Articles
 ⃣    Documentation Training
         ⃣  Register for Live Classroom Training (Best experience)
         ⃣   Watch Recorded video
         ⃣   Look up Set up/Use Articles
 ⃣    General Store Training
         ⃣  Register for Live Classroom Training (Best experience)
         ⃣  Watch Recorded video
         ⃣   Look up Set up/Use Articles
 ⃣    Marketing Training
         ⃣  Register for Live Classroom Training (Best experience)
         ⃣  Watch Recorded video 
         ⃣   Look up Set up/Use Articles
 ⃣    Patient Portal Set up
         ⃣  Watch Recorded video 
         ⃣  Look at set up articles
 ⃣    Card Processing
         ⃣  Watch Recorded video
         ⃣  Look up set up articles

  ⃣    

Practice in HENO

     *This will allow you to practice the flow for your daily use of HENO
 ⃣    Create a Fake Patient
 ⃣    Create a Team/Resource
 ⃣    Create Slot Types
 ⃣    Schedule/Cancel/Remove Appointments
 ⃣    Check-in Patient
 ⃣    Documentations
 ⃣   Add CPT Codes to check out

  ⃣    

Customize your Practice
(Optional, but Highly Recommended)

 ⃣    General Tab -> Customize Button by Cancel Graph
         ⃣    Select what boxes you want to show on your Daily Note
         ⃣    Customize your Receipt Footer and choose to show Cost of Care
         ⃣    Disable/Enable Safety Concern in Eval/PN/DC
         ⃣    Show Experience log (Flowsheet) on Eval/PN/DC
         ⃣    Choose when you want Action Items to trigger
 ⃣    Admin -> User
         ⃣    Add Salary for Productivity reporting
         ⃣    Add Privileges and Roles for user access to the system
 ⃣    Admin tab - > Practice
         ⃣    EMR -> Edit Disclaimer. This will be under all Documentation
         ⃣    Location -> Set up Practice Appointment goals and Daily Expenses
         ⃣    Reminders -> Select what reminder options and customize Email Last Paragraph
         ⃣    Eligibility -> Turn on P-Verify Eligibility
         ⃣    Set up your Productivity - Estimated Reimbursements
         ⃣    Credit Card Processing Set up
 ⃣    Document tab -> Dashboard
         ⃣    Create Experience log (Flowsheet) exercises, activities, education, and HEP
         ⃣    Set up Quick Text (easily added text to your document)
         ⃣    Create Custom Diagnosis to access your favorites or most used faster
 ⃣    Billing Tab -> Manager
         ⃣    Add additional CPT codes your practice uses
         ⃣   Edit current CPT codes with Facility Rates

  ⃣    

Getting Ready for Live Date: