Welcome to Modio University!
Through Modio University, you will have full access to live, personalized training sessions with the opportunity to ask any questions about the platform and other credentialing topics. In just hours, you’ll be an expert on all things OneView®.
Register for courses here.
View the course descriptions and register from our current course directory.
Recorded Courses:
Implementation & Core Curriculum (we recommend starting there!)
| Course Title and Video Link | Description |
|---|---|
| Course 101: OneView Team Management including navigation tips & tricks. | Our most in-demand course is now available! Regardless of whether you are new to the Modio Family or a long-time user, this training is designed to equip you with the tools you need to achieve success. The course includes fundamental OneView navigation techniques, provider profile management, and other essential topics. Furthermore, we’ll provide you with valuable tips and tricks to maximize your OneView experience. |
| Course 102: Intermediate Features and Developing Workflows | This course will cover navigation tips and tricks and highlight some of our favorite features within OneView. This is a great opportunity for any new team members in your organization, and for any coordinators who want a review of our platform and the features that we offer. Onboarding Templates |
| The New Modio OneView Experience – OneView V2 | Our newly optimized OneView V2 dashboard brings a fresh look and experience to credentials management. Built to save you time, you will now be able to manage your team of providers more efficiently and accurately than ever before. Everything you know and love about OneView is still here (including all your data) but our OneView V2 revamped technology will open access to new features and capabilities. |
| Course 103: Tracking Management & Best Practice Workflows | Let’s take a look at the OneView tracking feature. Course 103 will cover Tracking basics which is the core workflow tool in OneView. We will start by explaining what tracking is and how it benefits our clients. Then we will move into basic functionality and customize tracking workflows and reporting. Resources: |
| Course 104: Forms & Application Management | Join the training team and our forms experts for a quick demo on sending and receiving forms. After the demo we will cover tips and tricks for optimizing your forms feature. We will also cover a quick reminder on how to submit new forms to our mapping team. |
✩ Supplemental Recorded Courses
| Course Title and Video Link | Description |
|---|---|
| The OneView Reports Module | We are thrilled to announce a significant enhancement to our OneView® platform that will improve the way you interaction with your data. This new module will be your new source for reporting, introducing new capabilities like column formatting, saving favorites, and new download settings.
With increased flexibility and efficiency in data management, this module will offer standard reports, AD-Hoc reporting, dashboards, and real-time updates, all designed to streamline data processes. We invite you to explore the exciting opportunities offered by our new OneView® Reports Module. |
| OneView® Introduction / Refresher on Standard Tools & Basic Functionality with V2 | Kickstart your 2025 with our New User Refresher! This training is designed for everyone, whether you’re new to the Modio Health OneView® platform or a seasoned user. We’ll guide you through the essential navigation skills and provide insights on managing provider profiles, covering both v2 and v1 workflows to ensure your success. |
| Your Provider’s OneView Experience | Are you curious about your provider’s experience with the OneView platform? This course is for you! We will view the system from the provider portal and demonstrate what features & functionalities within OneView® are visible to them. |
| Mastering Document Management | Join our Modio U session focused on document management! We’ll cover key features and best practices, including downloading documents with proper naming conventions, utilizing V2 filters for efficient document search and management, and understanding document permissions and settings. You’ll also learn how providers can now upload their own documents, and we’ll showcase the enhanced Document feature in V2 for simplified storage and access. Whether you’re new to document management or looking to optimize your current workflow, this session will help you make the most out of Modio’s document management tools. |
| Unlocking the Potential of Tags in OneView® | Let’s explore how Tags in Modio V2 can help you better organize, filter, and report on your data. You’ll learn about the Tags column in V2, how to add tags at the grid level, and how to filter and view data using multiple tags. We’ll also cover how to run reports with tags, explore various real-world use cases, and see how tags are used in Tracking and Forms for more effective data management and reporting. |
| OneView® Enhance Workflow Efficiency with V2: A Comprehensive Review | We invite you to participate in a Workflow Efficiency Review focused on the advantages of V2 in terms of speed and functionality. This course will provide valuable insights into Integration Capabilities, Customization Options, Grid Level Reporting, Inline Editing, and Profile Management. Feel free to log into your OneView® Coordinator account and follow along to enhance your experience through active engagement. |
| OneView® Deep Dive — License management | Join us for a 30-minute deep dive into license management and troubleshooting. This course will cover the license sections in both v2 and v1. We will walk through best practices when adding licenses and optimizing our integrations. We will also cover best practices for troubleshooting existing licenses to optimize your profiles. License Troubleshooting Guide |
✩ Modio U: Quarterly Review
| What’s New in Modio (Q1 2025) | Catch up with the training team of OneView® to go over the latest updates to the platform. With a focus on v2 and workflow optimization, we will cover the latest feature updates and enhancements made to the platform. There will be a review and demonstration of best practices for using the enhanced features as well. Join us to make sure you are getting the most out of your OneView® v2 experience. |
| What’s New in Modio (Q2 2024) | Catch up with the training team of OneView® to go over the latest updates to the platform. We will cover the latest feature updates and enhancements made to the platform. There will be a review and demonstration of best practices for using the enhanced features as well. Join us to make sure you are getting the most out of your OneView® experience. |
| What’s New in Modio (Q3 2024) | Catch up with the OneView® training team to discuss the recent platform updates. This session will include an overview of the latest feature enhancements and a demonstration of best practices for utilizing these improved features. Your participation will ensure that you maximize your OneView® experience. |
| What’s New in Modio (Q4 2024) | Catch up with the OneView® training team to discuss our most recent platform updates. This session will include an overview of the latest feature enhancements and demonstrations of best practices for utilizing these improved features. Feel free to log into your OneView® Coordinator account and follow along. Your participation will ensure that you maximize your OneView® experience. |
✩ Modio U: Mini-Courses
| Course Title and Video Link | Description |
|---|---|
| OneView® V2 – Compliance & Expirable Management | In this course dedicated to V2, we will delve into the realm of compliance management. The enhanced features such as customization, advanced filtering options, and primary source integrations in V2 contribute to the effectiveness and user-friendliness of compliance management. Join us to explore best practices, recommended workflows, and additional insights to ensure that you and your organization are handling compliance with greater efficiency and accuracy than ever before. |
| Adding & Updating Provider Data | In this session we will cover adding and updating a provider credentialing record. This course will walk through the manage credentials sections, impact of required data fields, master records and navigation tips & tricks. |
| CAQH Profile Management | In this session, we look forward to exploring the CAQH workflows within OneView® V1 and V2. We will focus on managing and tracking the CAQH attestation and re-attestation dates, as well as monitoring statuses, alerts, and logins. |
| Provider Credentialing Readiness & Auditing | In this course you will learn tips and best practices on preparing your provider’s for profile readiness along with using the auditing tools found within OneView. |
| Centralized Website Logins Management | How to use OneView’s “Logins” feature to create a repository of user names and passwords for industry-related websites. |
| Creating Master Payor Lists | In this course, you’ll get step-by-step guidance on how to standardize the payor list/ per provider to improve participation reporting. |
| Payor Enrollment and Recredentialing | Using OneView as a framework to support proactive enrollment and periodic recredentialing. |
| New User and Current User Refresher Training | Whether you’re new to the Modio Health OneView® family or not, this training will help set you up for success. Learn the best tips and tricks to optimize and enhance your OneView® experience. |
| Read-Only Coordinator | Let’s take a look at OneView through a Read-Only coordinators view. We will demo what access the Read-Only coordinators have and talk about reasons to add read-only coordinators to your organization. |
| OneView – Lingo Explained | What does Facility, FAC profile vs Team Management mean? This OneView verbiage is one item we appreciate causes confusion in our User Community. Join us to talk through the differences, who has the ability to manage them, and dedicated Q&A time to answer questions you have for our team. |
| Managing Provider Verifications | Are you responsible to verify your provider’s credentials? Let our team show you how to tailor tracking steps to meet your verification requirements and how to put a “packet” together once verifications have been obtained to use it for “sign off” of completion. Verification Checklist |
| Best Practices – Facility Master Record and Location Management | Whether you are an experienced OneView user who already understands Facility Master Records, or you’ve never even heard of them, this is a great course for you! In this course, we will cover how to effectively use Facility Master Records, including how to add locations from our Master Record and make updates to existing locations. We will also go over use-case scenarios for best practices. |
| Introduction to our Find Feature – State License Lookup | Exciting New Feature – Now live in the Licensure section! Join us for a special course introducing our new integration with the Federation of State Medical Boards in the licensing session. Learn to quickly find and add state licenses for your providers who hold an MD, DO, PA, or PA-C professional title. |
| Primary Source Integrations: Where are they and what do they do? | Let’s dive into OneView’s integrations available for your team to use. We offer multiple integrations that can be used to save time, keep your providers in compliance and optimize the platform. Join us to take a look at where these features are located and the best practices when using them. |
| Best Practices & Workflows: Healthcare Payors Edition | Let’s take a look at the Healthcare payors section in both, a provider’s profile and a FAC. We will have a special guest from our Service Desk team join us to cover the basics of adding new payors, attaching a location(s) to payers, and how to save time by using the copy feature. Then we will move into reporting by taking a look at the Payers CSV report. |
| OneView® Tracking Management and Customization – Best Practices & FAQs | Make sure not to miss the chance to review the fundamentals of tracking and delve into advanced customization, regardless of whether you’re a beginner or a seasoned tracking professional. During this session, we will explore how to modify your current tracking processes and create entirely new workflows using the blank tracking template. |
| Best Practices & Workflows: Onboarding Edition | Are you using the onboarding feature to its full potential? Join us for a 30-minute deep dive to cover the onboarding feature. We will present a summary of how the Onboarding feature works, customization options, and utilization of the “Completed Items” web report to track your providers’ progress through the provider onboarding process. |
| OneView® Reporting CSV and Web Reports – Best Practices | Learn to use the reports dropdown to its full potential. Today we will take a look at some of our favorite reports. Join us to discover how to run CSV and Web reports. We will also show simple ways to filter and sort the information as well as cover some reporting best practices. |
| OneView® Best Practices — Tracking Template Updates | Let’s deep dive into updating your tracking templates. As your organization grows and changes, so do your workflows! All steps, types, and subtypes in your tracking tab can be customized to meet your organization’s needs. |
✩ Industry Topics
| Course Title and Link | Description |
|---|---|
| Industry 2021-1 – Credentialing Fundamentals | Join us as we introduce our special guest Merrilee Severino, CPC, CMMP, NC as she navigates through OneView with all the best tips in the field. Merrilee comes with a well-rounded background in coding, physician code reviewing, credentialing, and does practice management consulting. Course Slide Deck |
| Industry 2021-2 – Managing Credentialing Teams (Inc. remote team members) | Hosted by Claire Forgan, Project Manager at Modio Health. Claire will cover the best tips and tricks of managing remote staff effectively and more efficiently with OneView. Course Slide Deck |
| Industry 2021-3 – Medical Licensing Basics | Guest experts Cindy Adams & Connie Roser share best practices and tips on navigating medical licensing within OneView. Course Slide Deck |
| Industry 2021-4 – Delegated Credentialing vs Direct Enrollment | Explore the differences between delegated credentialing and direct enrollment with expert Merrilee Severino, CPC, CRC, CMMP. Resources: |
✩ Meet the Modio Team
| OneView® Connecting with Your Client Success Manager: Key for Smooth Communication | Building a strong relationship with your Client Success Manager (CSM) is key to success with Modio. This course explores the importance of proactive communication and how regular contact with your CSM enhances your experience. We’ll examine the CSM’s role, discuss best practices for partnership, and show you how to leverage your CSM’s expertise effectively. |
| OneView® How & When to Contact Support at Modio | Let’s take a look at when and how to contact our support team here at Modio! This mini course will cover the process of submitting requests for tracking, forms, enhancement requests, as well as general support. |
| OneView® Exploring XCS Services in a ModioU Course | A behind-the-scenes look at our XCS Services team: workflows, favorite features, and tips & tricks for efficient credentialing. |
| Meet the OneView Forms Team | Connect with our Forms experts to learn about mapping and delivering customized forms. Ask questions and discover best practices for engaging with our Forms team. |
| Meet the Manual Data Team & Learn about Facility Management | Dive into Facility Master Records in OneView®, no matter your experience. This course covers adding locations, requesting updates, and best practices, offering live demonstrations and real-world scenarios. But wait, there’s more! We’re thrilled to announce a guest appearance from our data experts. They are stepping in to provide direct, invaluable insights. This is your chance to ask them anything and gain a deeper understanding, taking your proficiency to the next level. |