OPIE Anywhere: Admin Workflow from Intake to Initial Evaluation

Join us for a focused walkthrough of the complete administrative workflow in OPIE Anywhere, from patient intake through Initial Evaluation. This session is designed for administrative staff, office managers, and billing teams who want to streamline front-end processes, reduce errors, and ensure clean handoffs to clinical staff.

Learn how to leverage OPIE Anywhere’s tools to improve efficiency, maintain compliance, and create a consistent, audit-ready process from the very first patient interaction.

Ideal for both new users and teams looking to optimize their existing workflow or are just getting started in OPIE Anywhere.

We will cover:

• Creating and managing patient intake records

• Insurance entry and verification best practices

• Document collection and tracking

• Referral management and documentation