billrMD Training

Master Your Billing Workflows In Minutes

Watch and learn! Whether you’re discovering billrMD for the first time or need a refresher, join Wally as he guides your practice through the platform’s most transformative features in this training series.

Set Up Your Facility

Set up your facility and offices with billrMD's intuitive and comprehensive setup module.

Implementation Setup

Once you're logged in, setting up your account and workflow is quick and easy with our streamlined setup feature. Learn how to lock your session and set up codes for any unique record within the system.

Set Up Employees

Create a practice employee record within billrMD, and enter their demographics, facility details, specialty details, address, and contact details.

Set Up Job Titles

Learn how to create and set up job titles within your practice.

Set Up Separate Facilities Under Separate Tax IDs

Configure multiple facilities or service locations with separate tax IDs.

Set Up Billing Providers

See how you can set up provider groups and assign providers that bill under a particular group.

Set up Security Group and Security Rights

Setting up security groups might be important in advanced scenarios. We’ll walk you through billrMD's security group setup and show you how to customize security rights for your employee.

Create a User Account for an Employee

Create a username and a password for employees in your practice, and assign them to a security group.

Add a Patient Photo and Attach a Contact Person to a Patient

Adding a patient photo is simple. Learn how to assign a contact person to a patient in just a few clicks.

Set Up a Contact Person for a Patient

In this video, you'll see how to create a non-patient contact that may receive the patient statement on behalf of the patient.

Create an Insurance Carrier

Follow these steps to set up an insurance carrier, select the payer IDs, and add an insurance plan that you can attach to the patient.

Assign CPT Codes and Pricing to a Medical Service

With billrMD, you can attach CPT codes to a medical service and assign the appropriate charge amount. Find out how here.

Set Up a Medical Service

Learn how to set up your practice's medical services quickly & easily with this straightforward tutorial.

Set Up Diagnosis Codes

Check out this training video to see how to set up diagnosis codes.

How to Use the Charge Posting Feature

Add charges to a patient effortlessly with billrMD's Charge Posting module. See how to use it here.

Collect a Patient Payment

billrMD makes payment collection simple. Learn how to record a payment you received from a patient.

Set Up Fee Schedules

Check out this tutorial to see how to set up fee schedules for both self-pay and payers.

How to Use billrMD's Claims Feature

Working on claims is easy with billrMD. Get to know our Claims interface so you can generate and send claims in no time.

Add an Authorization to an Existing Bill

Learn how to add a new authorization to bills that you’ve already created with this quick training.

Save and Reconcile Charges With a Payment

In this video, we’ll cover how to save and reconcile payments with corresponding charges on the Charge Posting screen.