Phase 1 Exit Criteria

  • Dashboard(s) have been explained, added and configured.

  • The Trainee’s user profile has been properly configured

    • Profile

    • Security Questions & Call-In Pin

    • Communication Preferences 

  • Trainee understands Customer Relationship eXperience Management (CRXM) and how to submit feedback.

  • Owner of the account is listed as the Auth Rep in CollaborateMD as a user.

  • Customer Setup completed.

    • Practice(s) have been added with any Defaults configured.

    • Provider(s) have been added with appropriate bill mode configured.

    • Referring(s) have been added. 

    • Facility(s) have been added. 

    • Payer(s) have been added and configured as electronic (where applicable).

    • Completed payer agreement(s) for applicable payers (may be continued in additional phases). 

    • Code(s) and fee schedules have been created as necessary.

      • Procedure Codes

      • Diagnosis Codes

      • ICD Procedure Codes

      • Revenue Codes

      • Remittance Codes

    • Alerts have been explained and how they can be leveraged within the business workflow.

    • Discussion held on how to add / edit Superbills (If Applicable)

      • The limitation of this feature only works with files that are saved as a Word 2003 XML Document and Excel files or PDF uploads are not supported.

    • Discussion held on label management. (If Applicable)

  • Interface activation process has begun (If Applicable).

  • Customer(s) have been added 

  • Default payment profile has been configured 

  • Phase 2 call planned and scheduled