There are multiple sections regarding payment processing.  There are included documents in this thread or you can go to the Chirotouch Training Thread for specific steps using the current EHR Software

Insurance Deductibles & CoInsurance

Posting - Processing  Payments

03-27 Billing Error Correction: Claims & Address Update

High Point Office

Start Here Page (Health First)

Using the Health First AI Assistant

Health First Role Training Map

Health First — Staff Orientation Guide

Archbee Classification Standard

Health First Staff Directory

Office Hours/Colors

Office Opening

Office Closing

CC Payments Vertification

Visit Types

PATIENT TYPES  2026

1. WELCOME TO HEALTH FIRST!

Phone Operations

Phone Scripts & Etiquette

Scheduling Appointments

Calling Missed/Rescheduled/Cancelled Appointments

Phone Script for Calling Diabetes/Thyroid Seminar

CHIROCandy/Cnnector Spanish Calls

Seven Forbidden Phases

Report of Findings Visit (ROF)

Mailing NP/ReAct Stick Letter

2. Understanding Clinic Systems

New Patient Visit

Explaining NP Intake

Explaining NP Intake (Spanish)

Office Tour Updated 2026

Office Tour (Spanish)

Patient Intake in ChiroTouch

PI Intake in ChiroTouch

Emailing Intake to Patients

Report of Findings Visit

Patient Update

Patient Update Form

Naming Documents

CareCredit Processing

Stacking Documents in CoolNew PDF

Therapies

3. Role- Based Training

Frequently Asked Questions & Answers

Handling Outside Referrals

Sending Referrals Out

PCP/VA Initial/ReExam SOAP Notes

PCP Letters

STICK Letter Training

Auto Patients/PI Log

Creating a Personal Injury / Auto Accident Account

Closing Personal Injury

NP VA Account Setup and Authorization

VA Addlt Authorizations

Release of Records

Thank You For Your Referral

4. Processing Training

Major Medical Insurance Patients:

Medicare Patients:

ABN Explanation

ABN English

Personal Injury Patients:

Department of Veterans:

Self-Pay (Cash) Patients:

Adding Insurance Plan to a Patients Profile:

Adding Self-Pay Plan

Adding a Case

Verifying Insurance

Verifying Aetna + Humana

Verifying CIGNA

Verifying BCBS

Verifying UHC

Verifying UMR

Verifying MEDCOST

BCBS Prior Authorization

UHC PSF (initial)

5. INSURANCE

Functional Medicine Script

Functional Medicine Lab Order

Email for sending Lab Orders

Blood Work Panel

Functional Medicine DC Note

LabCorp Instructions

Neuro ROF Script

6. Continuing Education

Allocating Insurance Payments

Entering Patient Payment

Voiding or Refunding a Patient Payment

Managing Authorizations with Cases

7. ChiroTouch Training

TRAINING BINDER 2026

New Patient Visit Spanish

SPANISH - Pain Disability Questionnaire

21 - DC Note SPANISH

5 Offices Want to Be Chiro(Spanish)

Advanced Rehab(Spanish)

Appt Insert- 5 offices(Spanish)

Chiropractic Wellness Care Newsletter-Spanish

DC Note SPANISH

Care Credit

DUD- Spanish

HF Stress Tips Spanish

HF+Auto+accident++info+Spanish

LOE- Spanish

Spanish BackOATS

Spanish Cash Price financial plan

Spanish Neck Oats (1)

Spanish NeckOats back page (1)

Spanish QVAS

SPANISH Stick #1

SPANISH FORMS

PCP Decompression Letter

Wellness Certificate - English (Gold)

PCP Letter + DR NOTE

Wellness Stick 1

React Stick Letter

Labels

address labels- plain

Health 1st address labels- longer version

STICK & PCP LETTERS 

CHIROCandy

Spanish ChiroCandy

ABN English 

BCBSHMO_FaxCoverSheet

INSURANCE FORMS

FORMS

End Of Week Checklist

Daily Goal Sheet

HIPAA Privacy Notice

Fax cover sheet

Foot Orthotics: Non-Covered Waiver

order Xymogen supplements

OUTSIDE REFERRAL

Referral Appointment Confirmation

XRay CD Labels -template

FRONT DESK PAPERWORK

Letter of Medical Necessity

work excuse note

School Note

WORK & SCHOOL NOTE 

New Patient Tracker 2026

Tech Stack 2026