• Clinic Go-Live Checklist
• Admin Go-Live Checklist

Dedicate Time

• Create an environment that is conducive for all trainees to learn the PM.
• Make time to attend scheduled web-training.
• Join the sessions a few minutes early.
• Conduct policy and procedure internal meetings.
• Make sure you are uninterrupted by phone calls, text, social media applications, meetings, or Patient contact. Interruptions negatively impact the continuity of training.

Internal Training

• We recommend you and your team make time to conduct internal training sessions. We find this makes for a smooth Go-Live transition and helps your team present questions about workflow in-house.
• Our Training Sessions are built around the concept of "Train the Trainer".

• Our Implementation Managers train key staff members, typically subject matter experts, to become trainers themselves.

• In-office training becomes the responsibility of the Project Champion to provide on-going training to their office staff.

• Invite the Users who will be responsible for the tasks included in the training session.

• Users who cannot attend the session can watch a recording of the session.

• Prepare by identifying workflows and responsibilities.
• For organizing internal training, determine who is responsible for the different tasks in your office.
• There is a Test Database that you can use prior to Go-Live.

Front Desk Training

• Role playing is an effective way to train the front desk staff.

• The front desk processes should not be new to the staff on Go-Live day.
• Prior to the Go-Live date, Users should conduct practice sessions of the check-in, copay, scanning, and check-out processes using the test database; these steps can be practiced with co-workers.
• All test data will be erased before Go-Live.

Prepare

• Assign an internal Project Manager as the main contact for the Implementation Consultant. 

• The Project Manager will assign internal training and assess the progress of your group.
• The Project Manager is responsible for completing Insurance enrollments and statement set up.

• For questions between training sessions, use the Help Center for PDF documentation and to watch videos.
• Use the tool tips in your system which are designated by question marks and Show Me How.
• Use the system before going live to create Libraries, register a Patient, and other standard tasks.
• Do the assigned homework.
• Consider reducing the number of scheduled Patients on Go-Live day.

Enrollments

• Complete and return your Insurance Claims and Statement Enrollments at least six weeks before Go-Live. 
• Be aware that ERA and Claims Enrollment may be separate. 
• Follow the instructions sent to you in your Enrollment Packet because instructions may differ by payer.