Dashboard(s) have been explained, added and configured.
The Trainee’s user profile has been properly configured
Security Questions & Call-In Pin
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.
ICD Procedure 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