Getting Started with DocStation 🚀
This guide outlines the recommended onboarding path for setting up DocStation, learning billing workflows, and managing claims after submission. Each phase includes links to supporting articles and videos.
Phase 1: Setup & Foundations
🎓 Attend Training 1
DocStation Setup & Foundations
This training walks through setting up your account and preparing your system for billing readiness.
This phase focuses on getting your account configured correctly so billing and claim workflows function as expected.
Set up account — Configure your organization details such as NPI, tax ID, and billing information to establish your billing foundation.
ERAs — Set up electronic remittance advice so claim payments and statuses can be automatically returned to DocStation.
HETS form - Complete the HETS form if you plan to submit Medicare and/or DME claims, enabling eligibility checks for your patients directly within DocStation
eCare plans — Enable care plan tracking to support clinical workflows alongside billing activity.
Patient list — Import or sync your patient data so claims can be tied to active patients in your system.
Phase 2: Billing & First Claims
🎓 Attend Training 2
Medicare Advantage & Billing Workflow
This training introduces how claims are built and submitted through DocStation using Medicare Advantage workflows and BIN billing.
This phase focuses on building repeatable billing workflows and submitting your first claims.
BIN billing — How to submit claims directly from your dispensing workflow using BIN-based billing.
Modifier lookup tool — Use this reference tool to look up any necessary modifiers associated with the CPT code to ensure correct usage across claim types.
ERAs — Set up electronic remittance advice so claim payments and statuses can be automatically returned to DocStation.
HETS form - Complete the HETS form if you plan to submit Medicare and/or DME claims, enabling eligibility checks for your patients directly within DocStation
Medicare Advantage Vaccine Billing — Overview of how Medicare Advantage claims are processed and how they differ from traditional Part B billing.
Submitting your first claim — Step-by-step workflow for creating and submitting your initial claim in DocStation.
Navigating the claims dashboard — How to track claim status, review submissions, and identify issues.
Eligibility Checks — How to verify patient insurance eligibility before submitting a claim to help reduce denials and ensure accurate billing.
⚠️ Helpful Tips for Setup & Billing Accuracy
HMO Plans — Always confirm HMO status before submitting. Missing referrals or network rules is a common denial trigger.
DME Modifiers — Confirm correct modifiers before submitting using the CGS Modifier Lookup Tool
Member ID — Use the insurance card exactly as shown, including the alpha prefix (e.g., "XYZ123456789"). Missing it can cause rejection.
PTANs & Medicaid IDs — Ensure these are on file before submitting Medicare or Medicaid claims. Missing IDs will result in rejection.
Phase 3: Custom Claim Creation & Claims Management
🎓 Attend Training 3
Custom Claim Creation & Claims Statuses
This training focuses on what happens after claims are submitted, including how to interpret statuses and manage updates or corrections.
Custom claim creation, custom DME, submission, and statuses
This phase focuses on managing claims after submission and improving billing accuracy over time.
Claim template — How to standardize recurring claims to reduce manual entry and improve consistency.
Automations — Tools that automatically generate claims based on dispensing activity.
Claim statuses — Understanding how claims move through processing and what each status indicates.
Updating claims — How to correct or adjust submitted claims when changes are needed.
Notes to payer/narrative — Guidance on updating claims with required clinical or billing details.
DME & CGM guide — Specific workflows for durable medical equipment and continuous glucose monitor billing.
Modifier lookup tool — Use this reference tool to look up any necessary modifiers associated with the CPT code to ensure correct usage across claim types.
📊 Best Practice: Join our monthly claims page trainings to get real insights into claim performance, common issues, and tips to improve your billing workflow. Click here to register.
Need help?
If you have any questions while getting started, our support team is available anytime through the chat in your dashboard.