Self Paced Training Guide - Enterprise Level

Welcome to the Horizon Family!

Provider Management - Starter Level is for agencies who track basic client information, enter services, and process billing including cash receipts. Enterprise Level is designed to track basic client information, enter services, process billing including cash receipts, track and submit EVV information using the StratusMobile app, import services, complete service documentation, and maintain training center work in the system.

This self-paced Training Guide outlines the general steps to start working in Stratus Provider Management for the Enterprise Level.  If you would like on-site or off-site virtual training, please contact Horizon for a quote. 

Click on each link and review the additional links on each topic.

Site Review

  1. Accessing Your Cloud
  2. Dashboard
  3. General Tips and Keyboard Shortcuts
  4. General Report Tips 
  5. Update User Login Credentials
  6. Change Your Password

Add New Client/Modify Client Information

  1. Add a New Consumer
  2. Add Consumer Information
  3. Close a Consumer
  4. Move Consumers Between Facilities
  5. Attachments to Consumer Record
  6. Daily Note in Consumer Master
  7. Working with ISP's

Service Entry

  1. Enter Billable Services
  2. Consumer Time Tracking - Individual Entry
  3. Consumer Time Tracking - Group Entry
  4. Job Entry
  5. Residential Attendance Entry
  6. Residential Attendance using Load My Homes
  7. Time Based Service Entry
  8. Enter Services on StratusMobile App
  9. Edit or Delete Service Entries

Documentation

  1. Service Documentation
  2. Edit Notes
  3. Print Notes
  4. Assign FormsAdd Your Signature Before Completing Notes
  5. Monitoring Documentation

Billing

  1. Billing Process and Checklist
  2. Process Promise Billing File
  3. Review PROMISe Claim Status
  4. Billing Denials and Errors FAQ

Reports and Lists

  1. AR Billing Report by Subaccount
  2. Billed Service Listing
  3. Daily Documentation Detail Report
  4. Employee Compliance Report
  5. Missing Documentation Report
  6. Missing Services List - Residential Services
  7. Outstanding Billable Services Report
  8. Rate Listing
  9. Service Amount Summary Report
  10. OLD Service Authorization Reports
  11. Service Detail Report
  12. Review PROMISe Claim Status

8/2023

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