Modio University puts expert training at your fingertips. Dive deep into credentialing best practices, explore specific platform features, or refresh your skills anytime. Our on-demand library gives you the flexibility to learn at your own pace—and become a total OneView® pro on your schedule.
Level Up Your Credentialing Game
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Supplemental Courses
Course Title
We are thrilled to announce a significant enhancement to our OneView® platform that will improve the way you interaction with your data. This new module will be your new source for reporting, introducing new capabilities like column formatting, saving favorites, and new download settings.With increased flexibility and efficiency in data management, this module will offer standard reports, AD-Hoc reporting, dashboards, and real-time updates, all designed to streamline data processes. We invite you to explore the exciting opportunities offered by our new OneView® Reports Module.
Description
Core Courses
Course Title
Our most in-demand course is now available! Regardless of whether you are new to the Modio Family or a long-time user, this training is designed to equip you with the tools you need to achieve success. The course includes fundamental OneView navigation techniques, provider profile management, and other essential topics. Furthermore, we’ll provide you with valuable tips and tricks to maximize your OneView experience.
Description
This course will cover navigation tips and tricks and highlight some of our favorite features within OneView. This is a great opportunity for any new team members in your organization, and for any coordinators who want a review of our platform and the features that we offer.
Onboarding Templates
Our newly optimized OneView V2 dashboard brings a fresh look and experience to credentials management. Built to save you time, you will now be able to manage your team of providers more efficiently and accurately than ever before. Everything you know and love about OneView is still here (including all your data) but our OneView V2 revamped technology will open access to new features and capabilities.
Let’s take a look at the OneView tracking feature. Course 103 will cover Tracking basics which is the core workflow tool in OneView. We will start by explaining what tracking is and how it benefits our clients. Then we will move into basic functionality and customize tracking workflows and reporting.
Kickstart your 2025 with our New User Refresher! This training is designed for everyone, whether you’re new to the Modio Health OneView® platform or a seasoned user. We’ll guide you through the essential navigation skills and provide insights on managing provider profiles, covering both v2 and v1 workflows to ensure your success.
Are you curious about your provider’s experience with the OneView platform? This course is for you! We will view the system from the provider portal and demonstrate what features & functionalities within OneView® are visible to them.
Join our Modio U session focused on document management! We’ll cover key features and best practices, including downloading documents with proper naming conventions, utilizing V2 filters for efficient document search and management, and understanding document permissions and settings. You’ll also learn how providers can now upload their own documents, and we’ll showcase the enhanced Document feature in V2 for simplified storage and access. Whether you’re new to document management or looking to optimize your current workflow, this session will help you make the most out of Modio’s document management tools.
Let’s explore how Tags in Modio V2 can help you better organize, filter, and report on your data. You’ll learn about the Tags column in V2, how to add tags at the grid level, and how to filter and view data using multiple tags. We’ll also cover how to run reports with tags, explore various real-world use cases, and see how tags are used in Tracking and Forms for more effective data management and reporting.
We invite you to participate in a Workflow Efficiency Review focused on the advantages of V2 in terms of speed and functionality. This course will provide valuable insights into Integration Capabilities, Customization Options, Grid Level Reporting, Inline Editing, and Profile Management. Feel free to log into your OneView® Coordinator account and follow along to enhance your experience through active engagement.
Join us for a 30-minute deep dive into license management and troubleshooting. This course will cover the license sections in both v2 and v1. We will walk through best practices when adding licenses and optimizing our integrations. We will also cover best practices for troubleshooting existing licenses to optimize your profiles.
We invite you to participate in this course, during which we will define and demonstrate the process of profile building from start to finish. We will share best practices, workflow recommendations and reporting. Additionally, we will discuss helpful tips and tricks for evaluating profiles against your organization’s standards to determine their completeness.
Enhance your OneView® expertise with our latest training session. Gain insight into the newest platform enhancements, including a detailed exploration of OneView V2 and improved workflow strategies.
Through live demonstrations, you'll see how to apply new features effectively and adopt best practices that drive efficiency across your credentialing operations.
Quarterly Review
Mini Courses
Course Title
Use the Logins feature to securely store usernames and passwords for any accounts your organization manages for providers or team members. Keep everything organized in one centralized location, making it easy for your team to find and manage login credentials. In this video, we’ll show you how the Logins feature helps your team stay organized and secure by keeping all provider and team login information in one place.
Description
Discover how the Read-Only Coordinator role in Modio OneView delivers powerful visibility without compromising security. In this deep dive, we showcase how organizations can confidently share insights and operational data—while keeping full control over system changes.
In this workflow-based webinar, we’ll break down the essentials of compliance management, review updates with OneView V2 compliance, and walk through the integrations that help streamline your processes. Plus, hear exclusive insights from a special guest speaker, who will share real-world strategies for staying ahead of compliance demands.
In this session, we look forward to exploring the CAQH workflows within OneView® V1 and V2. We will focus on managing and tracking the CAQH attestation and re-attestation dates, as well as monitoring statuses, alerts, and logins.
This session will guide you through key processes and tools needed to effectively track and report on payor data—ensuring accurate, compliance, and operational efficiency.
What does Facility, FAC profile vs Team Management mean? This OneView verbiage is one item we appreciate causes confusion in our User Community. Join us to talk through the differences, who has the ability to manage them, and dedicated Q&A time to answer questions you have for our team.
Are you responsible to verify your provider’s credentials? Let our team show you how to tailor tracking steps to meet your verification requirements and how to put a “packet” together once verifications have been obtained to use it for “sign off” of completion.
Exciting New Feature – Now live in the Licensure section! Join us for a special course introducing our new integration with the Federation of State Medical Boards in the licensing session. Learn to quickly find and add state licenses for your providers who hold an MD, DO, PA, or PA-C professional title.
Let’s dive into OneView’s integrations available for your team to use. We offer multiple integrations that can be used to save time, keep your providers in compliance and optimize the platform. Join us to take a look at where these features are located and the best practices when using them.
Make sure not to miss the chance to review the fundamentals of tracking and delve into advanced customization, regardless of whether you’re a beginner or a seasoned tracking professional. During this session, we will explore how to modify your current tracking processes and create entirely new workflows using the blank tracking template.
Are you using the onboarding feature to its full potential? Join us for a 30-minute deep dive to cover the onboarding feature. We will present a summary of how the Onboarding feature works, customization options, and utilization of the “Completed Items” web report to track your providers’ progress through the provider onboarding process.
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.
Industry Topics
Hosted by Claire Forgan, Project Manager at Modio Health. Claire will cover the best tips and tricks of managing remote staff effectively and more efficiently with OneView.
Guest experts Cindy Adams & Connie Roser share best practices and tips on navigating medical licensing within OneView.
Explore the differences between delegated credentialing and direct enrollment with expert Merrilee Severino, CPC, CRC, CMMP. Resources:
Meet the Team
Course Title
We're thrilled to invite you to connect directly with the Modio Training & Optimization team in our upcoming Meet the Modio Team session. This insightful session will reveal the behind-the-scenes workings of the team you've come to rely on. Learn about their internal and external collaborations, all aimed at elevating your client experience. Gain valuable knowledge on how to best engage with them for support, including timing and methods.You'll have the chance to meet the team members, ask personalized questions, and walk away with actionable best practices for maximizing your platform experience.
Description
Building a strong relationship with your Client Success Manager (CSM) is key to success with Modio. This course explores the importance of proactive communication and how regular contact with your CSM enhances your experience. We'll examine the CSM's role, discuss best practices for partnership, and show you how to leverage your CSM's expertise effectively.
Let's take a look at when and how to contact our support team here at Modio! This mini course will cover the process of submitting requests for tracking, forms, enhancement requests, as well as general support.
A behind-the-scenes look at our XCS Services team: workflows, favorite features, and tips & tricks for efficient credentialing.
Connect with our Forms experts to learn about mapping and delivering customized forms. Ask questions and discover best practices for engaging with our Forms team.
Dive into Facility Master Records in OneView®, no matter your experience. This course covers adding locations, requesting updates, and best practices, offering live demonstrations and real-world scenarios. But wait, there's more! We're thrilled to announce a guest appearance from our data experts. They are stepping in to provide direct, invaluable insights. This is your chance to ask them anything and gain a deeper understanding, taking your proficiency to the next level.
Topics
View Courses Schedule and Save Your Spot Today!
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 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.