This module introduces the Main Point of Contact/Trainee (MPoC) to the dedicated Implementation Specialist responsible for their training. The MPoC is responsible for working with their dedicated CollaborateMD Implementation Specialist to become a Subject Matter Expert (SME) in the CMD application. The training includes a personable “getting to know each other” one (1) hour call to welcome the MPoC to our CMD Family and properly establish the partnership needed to ensure our combined success throughout the training. The Implementation Specialist will partner with the MPoC on setting the proper training expectations (from both perspectives) based on the newly founded partnership. Next, the Implementation Specialist will partner with the Trainee to ensure they have the proper contact information on file. This is followed by discussing the Trainee’s business/office workflow based on a in order to properly align the training to the Trainee’s specific business needs. Last, the Implementation Specialist will provide a high-level overview of Module 2 (CMD Application Training), Module 3 (Pre-Support) and then discuss the Tools/Resources available to the Trainee and their team.
The Business Owner, or authorized delegate, has completed the Best Practice Call with a member of our Sales & Solution Team.
The Business Owner, or authorized delegate, has successfully completed the New Account Setup process to create their account. Including any possible account set up requirements with possible interface requests between CMD and their EMR system or Data Conversions discussed with their Sales & Solution Team.
Main Point of Contact (MPoC) - also referred to as the Trainee - has been identified and contact information defined within the CMD application along with a secondary Point of Contact in the leu that the MPOC is not available.
If possible the Trainee will send a faxed copy of the desired claim example with all fields populated to validate the set up is done to their standard to the Implementation Specialist.
Trainee has completed their Account Setup (as a goal).
Verify Trainee Understanding our Department Agreements
Understanding and documenting your business workflow
Discuss Customer Relationship eXperience Management (CRXM) philosophy.
Verify Account Setup process is understood and/or completed.
Quick overview of the 5 Phases.
Overview of Implementation Tools & Resources
Review Module 2 | Phase 1 and Schedule call.
Implementation Specialist and Trainee have discussed and understand each others expectations during the training period of performance.
Trainee understands the Train-The-Trainer (T3) philosophy and agrees to implement it with help from their IS (or delegate).
Trainee understands the Department Agreements.
Trainee is in agreement with the expectations set within the training overview.
Implementation Specialist understands Trainee’s business workflow.
Customer understands our Customer Relationship eXperience Management (CRXM) philosophy.
Trainee has or will perform the self-guided Account Setup before attending Module 2 | Phase 1 training.
Implementation Specialist has provided an overview of Module 2 | CMD Application.
Implementation Specialist has provided an overview of Module 3 | Pre-Support.
Trainee understands and can effectively leverage their Implementation Tools and Resources.
Module 2 | Phase 1 training has been planned and scheduled.
Before the next call, please complete the following
Watch the CMD application overview.
Please watch how to properly navigate the application.
Review the following help pages.
Please review Module 2 | CMD Application.
Please review Module 2 | Phase 1
Click here to go to Training Module 2 | CMD Application