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All about EMRs, billing, clearinghouses, and how to set your rates!


AOTA CEU's must be purchased separately 


-Choose an EMR/Billing software
-Learn the CMS1500 paper claim form
-Apply for a Medicaid number
-Register with CAQH
-Choosing Insurance Panels
-Credentialing Process
-Credentialing waiting game
-Compile HIPAA-compliant intake paperwork
-Decide on your private pay rate/fee schedule

You will receive recordings of any courses that you cannot attend in person.

LIVE CLASS: Phase 2: Get SET!

  • A note to the Participant or Purchaser:


    While the information contained in these courses and products is accurate and up to date to the best of our knowledge, state and federal laws vary greatly and change frequently, with each discipline and insurance contract also having its own set of unique rules. The information contained in these courses intended to be a guide, with the understanding that it is the reader’s responsibility to consult his or her attorney, accountant, insurance contracts, state department of business, and state and national licensure laws and requirements in order to conform to current state and federal laws and regulations as they relate to his or her scope of practice.


  • To receive AOTA CEU's, attendance for the full course is mandatory; if you are unable to attend any day, please let us know and we can send you a recording.

    If you are unable to attend most sessions, please purchase our recording of this course, where you can watch it according to your schedule.

    If the number of participants does not meet our quota, we will send each participant a recording of this course along with a private, 1:1 consultation with Susie & Kristen to be held only on the same date that the course was to be held on. Consultations will be held on that date only, with no rain checks offered.

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