1. Step 1: Entering Client Profile Information Click Here to Start

2. Hi, my name is Carla and I will be helping navigate thru this training module. To proceed thru this module, I may ask you to click on a button found within a screen shot. I will also add a yellow box around the area that requires your attention. To practice, click anywhere on the screen shot below to continue.

3. I may also ask you to click on a “NEXT” button that you will find on the lower right side of the screen. This button will be displayed on slides that do not require an on-screen button to be clicked. Lets try that now. Click the NEXT button to continue. NEXT

4. Great work! We are ready to get started. Let’s look at the first step in billing with VestaBiller ©. The first step is entering Client Profile Information in Vesta ©. The screen shot below is the Vesta © Main Screen showing the Client Profile tab. Click the NEXT button to continue. NEXT

5. First, we will begin by clicking on the ADD button on the Client Profile Tab of the Vesta © Main Screen. Click on the ADD button.

6. Once you have clicked on the ADD button, the Add New Client screen will be displayed. This screen will allow you search for client eligibility information with the Medicaid ID # and either Date of Birth or Last Name. Click the NEXT button to continue. NEXT

7. I have entered the Medicaid ID# and Last Name. Please click the Add button to search for the client eligibility information.

8. Vesta © will display a confirmation that Client eligibility information has been found in the Texas Department of Aging and Disability Services (DADS) database. You will receive message displayed below. Click on the Yes button to confirm and add the Client Record.

9. All information received from DADS will be automatically entered into the Client Profile. This includes all necessary information that is required to submit electronic claims for this client. The eligibility information is highlighted in yellow on the screen shot below. Click the NEXT button to continue. NEXT

10. Vesta © has additional fields that can be manually entered, allowing you to create a digital patient profile. This information is not required for electronic billing, but is used to generate reports and forms. Click the NEXT button to continue. NEXT

11. This concludes Step 1: Entering Client Profile Information. You are well on your way to learning how to successfully and efficiently submit electronic claims using Vesta © and VestaBiller ©. Click the NEXT button to conclude this training module. NEXT

12. Thank you for completing this training module. For more information regarding this or other training material, please contact: Hector Leal, Training Specialist Hector@Vesta.net 888-880-2400 DataLogic Software, Inc. Proud Makers of Vesta © Software for Homecare