Tutorials / Webinars for Agency Providers - Office Staff

Training for Agency Providers - Office Staff
Focus: Agency Setup; Assigning Therapists/Caseload; Classroom Management; Entering Unmatched Children & Unmatched Enrollments/Matching; Submit Billing
Introduction to initial setup for Agencies
  • Configuring the Agency profile for the first time
  • Inviting new Users to use the Portal under your agency
  • Configuring user permissions
Center Based Classroom Setup
  • Creating Classrooms
  • Assigning Children To Classrooms
  • Adding Therapy services for classroom Children
Caseload Maintenance
  • Adding missing children/enrollments
  • Matching children/enrollments to County entries
  • Assigning Therapists to Cases
Billing Provider - Classroom Setup / Caseload Maintenance playlist -> https://www.youtube.com/playlist?list=PLN5XbAgi8DqW-Jrgg7Z5w-5NHOC81oLRH
*You may also view recorded webinar - In order to register to view webinar, please click or enter https://attendee.gotowebinar.com/recording/3312364924974236674 into your browser.

CPSE Billing



  • Creating a voucher
  • Submitting the Voucher
  • Voucher Summary
  • Researching issues
  • Rebilling