FAQs
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A. We stand by the Supportable Path to Success Plan.
Project Kickoff:
Introductions, Role Establishment, Onboarding Portal access, Meeting Cadence established.2-4
WeeksPhase 1 - Configuration:
- Discovery of Sub-entities/Divisions and their required data (services, billing info (NPI, Tax ID, etc), payers).
- Assess requirements for individual services data (stages, checklists, rejection reasons).
- Setup of programs and services.
- QA testing.
1-2
WeeksPhase 2 - User Acceptance Testing (UAT):
- Admin User Training (train the trainer).
- Admin User(s) test setup to approve setup configuration.
- Establish Go-Live Date.
1-2
WeeksPhase 3 - End User Training:
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Training with specific staff departments
(front-end team, billing, marketing,
etc.).
*Admin User(s) present for training. - Import legacy data (if applicable to Project Plan).
- Ensure integrations are active as applicable.
Go-Live Date:
Referral Form(s) live on your website, social media, etc.As
NeededPhase 4 - Post-Launch Support - Establish post-launch meeting cadence.
- Schedule 3-month check-in.
Basically, if you're ready and available, we can get you going ASAP. -
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- You can refer to our Pricing page for subscription details. We charge a Setup Fee for onboarding, which is based on the complexity of your setup.
- We charge a Setup Fee for onboarding. This is based on the complexity of your setup and the degree of customization you'd like our Chrome Browser Extension to have with your EHR, should you opt to.
- We offer custom reporting for a fee. This fee will come in the form of an estimate based on a Statement of Work (SOW). This SOW is determined by your requirements for the custom report.
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