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2021 Completed Courses

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TOPIC: OneView In Review: 2020 Highlights

Date:  January 13, 2021

Time: 2 PM EST / 11 AM PST

Closed

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

Lead by guest speaker

TOPIC: Introducing OneView 2.0

Date:  January 27, 2021

Time: 2 PM EST / 11 AM PST

Closed

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. 

Recommended Course!!

Course 103

Lead by guest speaker

TOPIC: Credentialing 101

Date:  January 20, 2020

Time: 2 PM EST / 11 AM PST

Closed

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

Lead by guest speaker

TOPIC: OneView 101 - New Users

Date:  February 9, 2021

Time: 2 PM EST / 11 AM PST

Closed

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

Closed

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

Closed

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

Lead by guest speaker

TOPIC: Onboarding Providers including Onboarding Invitation

Date:  February 24, 2021

Time: 2 PM EST / 11 AM PST

Closed

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

Closed

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

Lead by guest speaker

TOPIC: Healthcare Payor Management 

Date:  March 10, 2021

Time: 2 PM EST / 11 AM PST

Closed

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

Closed

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

Rescheduled 

TOPIC: Adding & Updating Provider Data

Date:  May 12 , 2021

Time: 2 PM EST / 11 AM PST

Closed

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

Closed

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

Closed

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.

Time: 11 am PST / 2 pm EST

Date: Aug 11, 2021

Closed

New Provider Onboarding

TOPIC:

Course Overview

COURSE DESCRIPTION: 

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

Time: 11 am PST / 2 pm EST

Date: Aug 25, 2021 

Closed

Centralized  Website Logins Management

TOPIC:

COURSE DESCRIPTION: 

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

Time: 11 am PST / 2 pm EST

Date: Aug 18, 2021 

Closed

Provider Credentialing Readiness & Auditing

TOPIC:

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.

Time: 11 am PST / 2 pm EST

Date: Sep 1, 2021 

Closed

Creating Master Payor Lists

TOPIC:

COURSE DESCRIPTION: 

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

Time: 11 am PST / 2 pm EST

Date: Sep 8, 2021 

Closed

Payor Enrollment and Recredentialing

TOPIC:

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.

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2021 Past Mini Series Courses

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.

"Modio U courses have been invaluable as I establish workflows for our credentialing department".

Jess R.  

Radiology of Hunstville 

What our customers are saying:

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.

Time: 11 am PST / 2 pm EST

Date: Sep 15, 2021 

Closed

OneView New User & Current User Refresher Training

TOPIC:

  • Leah Sanborn - Training & Optimization Manager
  • Danessa McShane - Training Specialist 
  • Brandon Holmes - OneView Training Specialist 

Webinar Hosts:

  • Cierra Denning - Training Specialist
  • Azure Giles - Training Specialist

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 

Catch up with the training team of OneView® to go over the latest updates to the platform. With a focus on v2 and workflow optimization, we will cover the latest feature updates and enhancements made to the platform. 

There will be a review and demonstration of best practices for using the enhanced features as well. Join us to make sure you are getting the most out of your OneView® v2 experience.

OneView® : What’s New with Modio

Jan 29, 2025

11 PST / 2 EST

Closed

Unlocking the Potential of Tags in OneView®

Feb 12, 2025

11 PST / 2 EST

Closed



Join us for our next Modio U session, where we'll 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. This session will show you how to make the most of tags in Modio V2 to enhance your workflows and streamline your reporting. Don't miss out on this opportunity to optimize your workflow!



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.


OneView® Introduction / Refresher on Standard Tools & Basic Functionality with V2

Jan 15, 2024

11 PST / 2 EST

Closed



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. Don't miss it!

OneView® : Mastering Document Management

Feb 26, 2025

11 PST / 2 EST

Closed

Course Directory

OneView® Meet the Forms Teams

March 12, 2025

11 PST / 2 EST

Closed



We’re excited to invite you to the next session of our Meet the Modio Team series, where we’ll be shining the spotlight on our exceptional Forms team. In this course, the team will walk you through the key processes they follow to map and deliver customized forms that best meet your needs.


You’ll have the chance to get to know the team, ask questions, and learn about the best practices for engaging with them — including the optimal methods and timing for reaching out for support. Don’t miss this opportunity to connect with the team that helps set up and manage your forms feature!

Previous Courses

We're cooking up new courses! 

Stay tuned for the new course email announcement