Getting Started Overview

Getting Started Overview

Before you can start using your System, there is some initial setup that needs to be completed. All offices are busy which makes it important to do in-office training with your staff so that they will be ready for Go-Live day. There is no substitute for hands-on training. Your staff can enter Patient, Charge, and Payment data into the System before Go-Live which will be deleted before the Go-Live date.
  1. Proper setup will facilitate your billing process
  2. Going through the setup process is helpful in learning the System.
  3. Create a plan for in-office training for your staff.
  4. The more familiar your staff is with this System, the smoother Go-Live day will be.
  5. Implementation of role playing is a key component to use for your staff to learn the System before Go-Live.

The Getting Started Process

  1. Prepare Your Computers
  2. Keys to a Successful Implementation
  3. Conversions
    1. Appointment Mapping for Conversions
    2. Accurate Demographic Conversion
  4. Quick Start Guide
  5. Preparation for Training
  6. Enrollments
  7. Standard Operating Procedures

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