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TOPIC: OneView In Review: 2020 Highlights

Date:  January 13, 2021

Time: 2 PM EST / 11 AM PST

DETAILS: Join us as we take a step back to highlight all the new features and enhancements that took place in OneView during 2020! This one hour course should get you up to speed on everything you need to know!

Course 101

202

TOPIC: Introducing OneView 2.0

Date:  January 27, 2021

Time: 2 PM EST / 11 AM PST

DETAILS: Join us along with our SVP of Product, Rich Rupp who will introduce the new and enhanced OneView 2.0!  OneView is now more powerful than ever and we really encourage you to learn all the neat new features we are releasing. 

Course 103

TOPIC: Credentialing 101

Date:  January 20, 2020

Time: 2 PM EST / 11 AM PST

DETAILS: Join us as we introduce our special guest Merrilee Severino, CPC, CMMP, NC as she navigates through OneView with all the best tips in the field. Merrilee comes with a well-rounded background in coding, physician code reviewing, credentialing, and does practice management consulting. Learn more about Merrilee on the zoom registration page.

Course 102

TOPIC: OneView 101 - New Users

Date:  February 9, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Whether you're new to OneView or just need a quick refresher on the platform, this course is for you! Join us as we spend 60 minutes covering everything you need to get you started in OneView successfully.

Course 104

TOPIC: Provider Management inc. Primary Source Verification

Date:  February 10, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Join us as we navigate best tips for creating Provider Profiles, Conducting primary source verifications for licensure and best practices for Team Management.

Course 105

TOPIC: Lessons Learned: "Managing a Credentialing Team inc. Remote Staff

Date:  February 17, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Join us with a new special guest, Claire Forgan, Project manager. Claire will cover the best tips and tricks of managing remote staff effectively and more efficiently with OneView.

Course 106

TOPIC: Onboarding Providers including Onboarding Invitation

Date:  February 24, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Learn how to leverage the Onboarding Invitation to engage your new providers with your OneView® Credentialing Platform. Learn how to create customized “Welcome” email templates, configure forms attached to Onboarding invites, view the status of applications, and more.

Course 107

TOPIC: Medical Licensing & Credentialing

Date:  March 3, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Join us as we have another guest appearance with our own expert managed services gurus here at Modio - Cindy Adams and Connie Roser. Learn how to navigate with the best practices and tips within OneView.

Course 108

TOPIC: Healthcare Payor Management 

Date:  March 10, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Discover the core workflow tool of the one OneView® platform Optimize this documentation, follow ups, tickler system, and reporting tool. Get an in-depth review of how to use standard reports and get real-life examples with use case scenarios.

Course 109

TOPIC: Forms Management, QA & Support 

Date:  March 24, 2021

Time: 2 PM EST / 11 AM PST

DETAILS:  Learn about DocuSign Form Composites (also known as packets), Previewing Forms, and Resending them. We will also cover how to send us product feedback and how to leverage our support team.

Course 110

TOPIC: Adding & Updating Provider Data

Date:  May 12 , 2021

Time: 2 PM EST / 11 AM PST

Course Description:

In this session we will cover adding and updating a provider credentialing record. This course will walk through the manage credentials sections, impact of required data fields, master records and navigation tips & tricks.

TOPIC: Document Management 

Date:  May 19 , 2021

Time: 2 PM EST / 11 AM PST

Course Description:

In this session, we will cover the management of provider’s documents OneView. This course will walk through file names, uploading, setting permissions, expiration dates, and managing alerts.

TOPIC: CAQH Profile Management

Date:  May 26 , 2021

Time: 2 PM EST / 11 AM PST

Course Description:

In this session, we will cover the CAQH workflows in OneView. This course will walk through managing CAQH attestation/ reattestation dates, statuses, alerts, and logins.

ModioU : Mini Series

COURSE DESCRIPTION: 

Learn how to expedite the provider onboarding process including primary source verifications. This course will cover the OneView new hire workflow including adding a provider, verifications and the Onboarding Invitation functionality inc. reports.

COURSE DESCRIPTION: 

How to use  OneView's "Logins" feature to create a repository of user names and passwords for industry related websites.

COURSE DESCRIPTION: 

How to use  OneView's "Logins" feature to create a repository of user names and passwords for industry related websites.

COURSE DESCRIPTION: 

In this course, you’ll get step-by-step guidance on how to standardize the payor list/ per provider to improve participation reporting.

COURSE DESCRIPTION: 

Using OneView as a framework to support proactive enrollment and periodic recredentialing.

TOPIC: New Hire Onboarding

Course Description:

In this session, we will cover the onboarding of a new hire/member to your organization. This course covers the OneView workflow including the applicable features and functionality.

TOPIC: Adding & Updating Provider Data

Course Description:

In this session we will cover adding and updating a provider credentialing record. This course will walk through the manage credentials sections, impact of required data fields, master records and navigation tips & tricks.

TOPIC: Document Management

Course Description:

In this session, we will cover the management of provider’s documents OneView. This course will walk through file names, uploading, setting permissions, expiration dates, and managing alerts.

TOPIC: CAQH Profile Management

Course Description:

In this session, we will cover the CAQH workflows in OneView. This course will walk through managing CAQH attestation/ reattestation dates, statuses, alerts, and logins.

COURSE DESCRIPTION: 

Whether you're new to the Modio Health OneView® family or not, this training will help set you up for success. Learn the best tips and tricks to optimize and enhance your OneView® experience.

• Brandon Holmes – Sr training Specialist
• Danessa McShane – Training Specialist II
• Cierra Barnes – Training Specialist I

Webinar Hosts:

• Leah Sanborn - Training & Optimization Manager
• Kelcy Perry – Training Specialist I
• Jonnie Boyd – Training Specialist I

Webinar Duration:  

30 mins - 1 hour

How It Works:

1.   Review the course overviews.

2.  Register for as many courses as you like. Here's a timezone converter to help.

3.  Receive an email invitation for the courses in your inbox!

4. Can't make a course, don't worry! All the recording will be posted on the Modio University Blog page.

Webinar Occurrence:  

Biweekly - Monthly 

Deep Diving into Forms Management

Date: Feb 11, 2026

Time: 11 PST / 2 EST

Join our training team for a quick demo on sending and receiving forms. Perfect for beginner to intermediate users, we’ll share tips and tricks to make your forms workflow faster and smoother. Plus, we’ll cover how to request new forms and update mapping for existing forms.

New to OneView® or just getting started? This interactive training is the perfect way to build confidence and set yourself up for success. Designed specifically for new and beginner users, this session will walk you through the essentials of navigating the OneView® platform and managing provider profiles with ease.

Join our training team to discover helpful tips, best practices, and time-saving tricks that will help you optimize your OneView® experience from day one.

OneView® 101: Introduction & Refresher on Standard Tools & Basic Functionality

Date: Jan 14, 2026

Time: 11 PST / 2 EST

Let’s dive into OneView®’s integrations and see how they can make your team’s workflow smoother. Our platform offers multiple integrations designed to save time, keep providers in compliance, and optimize your OneView® experience.

This course is perfect for everyone from beginners to more advanced users. Join us to explore where these features live, how to use them effectively, and learn best practices for getting the most out of your integrations.

Understanding Primary Source Integrations: Locations & Functions

Date: Feb 25, 2026

Time: 11 PST / 2 EST

Unlock the full power of OneView® - Ready to go beyond the basics? Join the training team as we dive into the newest updates, smarter workflows, and powerful features built to make your day easier. This session is perfect for intermediate to advanced users who already know their way around OneView V1 and V2 and are ready to take things up a notch.

See best practices in action, grab time-saving tips, and discover smarter ways to get more out of every click in OneView®.
Let’s level up your OneView® experience—together!

What's New in OneView®?

Date: Jan 28, 2026

Time: 11 PST / 2 EST

This session provides a practical overview of reports, including where to find them, how to understand them, and how to use them with confidence. We’ll review reports available in both OneView V1 and V2, highlighting key differences and best practices to help you quickly locate and interpret the information you need. 

This course is best suited for intermediate to advanced users who want to deepen their reporting knowledge and skills.

All Things Reports: Finding, Understanding, and Using Reports with Confidence

Date: March 11, 2026

Time: 11 PST / 2 EST