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 a matter of 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:


Course Title and Link Course Description
Course 101: OneView Team Management including navigation tips & tricks. Whether you’re new to OneView or just need a quick refresher on the platform, this course is for you! Join us as we spend 60 minutes covering everything you need to get you started in OneView successfully.
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.
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.


  1. Tracking Templates
  2. OneView Tracking Template
Course 104: 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.
Course 105: Forms, Application Management Efficiency at your fingertips! The Forms feature will replace paper application management with prepopulated applications. Learn how to use this functionality, DocuSign for signature management, form composites(packets), previewing forms, and reporting. We will cover how to submit a support request for new forms, revisions, and mapping issues.
Adding & Updating Provider Data
In this course, we will cover adding and updating a provider credentialing record. This course will walk through the manage credentials sections, the impact of required data fields, master records, and navigation tips & tricks.
New! Best Practices: Forms & Application Management Not sure if you are using forms to their full capacity? Join us for this Forms Deep Dive course with the experts. Here you will learn best practices, application management, and how to submit and customize requests for mapped forms & applications.
Course 106: Payor setup inc. managing individual and group enrollment/contracting. In this course, we will cover how to effectively set up Healthcare Payors for both individuals and groups in OneView. We will also go over use-case scenarios for best practices.
Course 107 – OneView Tracking Basics In this course, we will cover Tracking basics the core workflow tool in OneView. Tracking is the work queue for your entire team, all job duties for all providers. You will learn how to use this feature as a follow-up tool, tickler system, and reporting tool. This tool is built on customizable workflow templates with a user-defined turn-around time (TAT).
New! Best Practices: Tracking Management Are you still using an old spreadsheet to track your work? Join us today for a course focused on everything Tracking! In this course, you will learn how to submit new Tracking templates and the process for submitting revisions to current Tracking templates and/or events. Then we will cover the best use cases for Tracking reports. Still need to activate the Tracking Feature for your team? This course will be the perfect place to get started. Join us on this course and learn how to get started and see the benefits this feature has to offer.


  1. Modio Blank Tracking Template
  2. Best Practices Tracking Management Powerpoint
Course 108 – Healthcare Payor Tracking & Reporting The tracking of payor enrollment, re-credentialing, follow-up, participation, and reporting is essential in maintaining a stable revenue cycle. For most credentialing specialists and teams, we are managing a high volume of work, over long periods of time, while multi-tasking and handling delays outside of our control. Learn how to use the tracking feature to stay on top of the “business” side of credentialing.
Course 109 – Onboarding Tracking & Reporting Learn how to replace your new hire checklist with an Onboarding tracking template and workflow.
Onboarding Invitation Deep Dive

This feature will shift your new hire process from paper with data entry to an online application. In real-time, the provider inputs their credentialing data into their OneView credentialing record. Learn how to optimize the Onboarding Invitation to engage your new providers with your OneView® Credentialing Platform. This course includes your ability to create a customized “Welcome” email template and a new hire application for your organization. Learn how to track the status of the application, follow up workflow, audit/review a completed onboarding process, and reporting.


✩ Modio U: Mini-Courses


Course Title and Link Description
New Provider Onboarding  In this session, we will cover the onboarding of a new provider membership to your organization. This course covers the OneView workflow including the applicable features and functionality.

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.
Document Management  In this session, we will cover the management of provider’s documents OneView. This course will walk through file names, uploading, setting permissions, expiration dates, and managing alerts.
CAQH Profile Management  In this session, we will cover the CAQH workflows in OneView. This course will walk through managing CAQH attestation/ re-attestation dates, 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 Do you have a team member or client that might benefit from “read-only” access to your provider’s profiles? Join us to ” act as” a read-only coordinator and view the benefits and limitations in OneView.
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.
OneView: Onboarding Deep Dive Join us for a course dedicated all to Onboarding! We will cover the customization of your welcome email, followed by the tips and tricks you’ll need to optimize the data requests sent to your providers.

Onboarding Sample Templates 

Introduction to FSMB — NEW! 

Exciting New Feature – Now Live now 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.


✩ 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. This webinar is hosted by a special guest, Claire Forgan, Project manager here 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 Join us as we have another guest appearance with our own expert managed services gurus here at Modio – Cindy Adams and Connie Roser. Learn how to navigate with the best practices and tips within OneView.

Course Slide Deck

Industry 2021-4 – Delegated Credentialing vs Direct Enrollment ——NEW!! (Recorded Nov 2021) Have you wondered what the difference is between direct enrollment and delegated credentialing? Are you new to delegated credentialing? We will explore the differences and nuances of both modalities. We will do a basic review including terminology and verifications. Our expert, Merrilee Severino, CPC, CRC, CMMP, will show her workflow documents that she utilizes to maximize her efficiency. Join us for this session to learn some expert tips and tricks to make your workflow smoother.

Merrilee’s Resources:



Scroll through the calendar to find upcoming courses or click the “Agenda” tab to see an overview of all the upcoming scheduled events.