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1. Motivity Billing 101: Pre-Requisites

This article provides you with a list of required pre-requisites that must be completed prior to billing.

Billing Pre-Requisites 

Before billing in Motivity, ensure the following core components are complete and accurate:

1. System & Provider Setup

  • Admin Module is fully configured (settings, roles, locations, etc.).
  • All Providers are entered (NPI, licensing, credentials).
  • Typically completed by: Staff responsible for credentialing, contract management, and/or Motivity onboarding oversight.
  • For more information, see Thinkific training: PM Milestone 1

2. Financial & Contractual

  • Contracts are accurately documented (dates, rules, limits).
  • CPT/HCPCS Codes and associated Rates/Fee Schedules are loaded.
  • Payer Master Data is complete (electronic submission names, IDs).
  • Typically completed by: Staff responsible for managing contracts and/or Provider profiles.
  • For more information, see Thinkific training: PM Milestone 2

3. Patient & Service Data

  • Patients and Authorizations are correctly entered (demographics, insurance, diagnosis, and valid authorization for services).
  • Schedules/Appointments are created for all services rendered.
  • Typically completed by: Staff responsible for managing patient profiles and/or authorizations.
  • For more information, see Thinkific training: PM Milestone 3 and PM Milestone 4

4. Billing Integration

  • Claim submission Settings are correctly configured (modifiers, code mapping).
  • Clearinghouse Integration is established and tested (if applicable).
  • Typically completed by: Staff responsible for managing billing.
  • For more information, reach out to your Implementation Manager or Customer Success Manager.


If any prerequisites are not yet completed, we encourage you to collaborate with your team members who manage the associated responsibilities. 

Next Steps: Now that you have confirmed the above pre-requisites, confirm your contract configurations in our Motivity Billing 101: Contract Details article. 

 

Last Updated: 4/22/26 by Kayla Lewis