Billing Team Training and Onboarding Resources

What’s included in these resources

All four are free downloads — three PDFs and one editable Word document. Each one downloads directly.

Before you use the manual: the policy and procedure manual contains bracketed fill-in fields for practice name, dates and the approving manager. Replace them with your own details before issuing it to staff.

Billing Staff Training Outline

a phased onboarding plan with a stated goal at the end of each phase: week 1 on billing basics and system access, weeks 2–3 on patient registration and insurance verification, and week 4 on denials and compliance

Front Desk Insurance Verification Script

word-for-word phone wording for confirming coverage, asking for the deductible, amount met, copay and coinsurance, checking whether prior authorization is required, and recording the representative’s name and a call reference number

Coder Competency Assessment

four scored sections — multiple choice, coding practice, scenario questions and an assessor scorecard — covering ICD-10-PCS structure, E/M documentation requirements, code sequencing and Medicare NCCI edits

Billing Policy and Procedure Manual

a template manual covering the process from scheduling through final payment, stating that staff read it within their first 30 days, sign an acknowledgment kept on file, and that it is reviewed at least once a year

These resources are general educational material. Adapt them to your own payer mix, systems and the rules that apply in your state before using them to train staff.