Self Paced Training Guide - Starter 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 Starter 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

Service Entry

  1. Enter Billable Services
  2. Residential Attendance Entry
  3. Residential Attendance using Load My Homes
  4. Time Based Service Entry

Billing

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

Reports and Lists

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

10/2025

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