Getting Started with Office Puzzle

To get started with Office Puzzle, choose the task you need from the lessons below. They cover setting up a new agency account and the everyday work that follows.

There's no set order, so start wherever makes sense for your agency. Each lesson has a video and written steps, and its Before you start section lists anything you need first.

• Payers and Contract Rates: Set up the payers you bill and what each health plan pays for every service.
• Calendar and Visit Settings: Set the rules Office Puzzle checks every time your team schedules a visit.
• Set Up Required HR Documents: Build the list of HR documents each staff member needs on file.
• Set Up Required Clinical Documents: Set up the clinical documents every client needs on file before therapy can start, like a Medical Necessity letter, an intake form or a medical referral.

• Add a Client: Add a client and fill in the settings that streamline scheduling, documentation and billing: their supervisor, primary address, caregivers and diagnosis.
• Insurance, Authorizations and Care Team: With the client's profile in place, add their insurance, any prior authorizations, and the staff who will work with them.
• Add Your Staff: Add your BCBAs, RBTs and admins, set what areas of your account each one can access, and fill in the details their sessions and documents depend on.
• Staff Rates: Set what you pay each user for each billing code.
• Service Plans: Create a basic service plan for a client: add categories and items, set up the instructions and data collection for each item, and generate objectives.

• Schedule a Visit: Schedule a visit on the calendar and see how the settings you chose earlier show up when you book it.
• Collect Data: Collect data for a client in the three places Office Puzzle offers: On-site Collection, Datasheets and the note page.
• Complete an Appointment Note: Fill in an Appointment Note and lock it.
• Create a Batch Claim: Create a batch claim from your documented and locked visits, check it for errors, track its status, and download it.
• Create Provider Invoices: Build provider invoices that track what your agency owes each staff member for their sessions, keep their payment records up to date, and see where staff find their own invoices.