Phase 4 Resources & Links

During Phase 4 (Weeks 8, 9, & 10), we will:

• Build out your billing platform further by adding Insurances, Procedures, and Visit Types.
• We will begin setting up your Scheduler, any Groups, and your Clinic Options.
• Once this Phase is completed, we will begin testing your environment! It is vital that all setup from Phases 1-4 is completed by the end of this Phase to begin testing.

WEEK 8

Homework to complete PRIOR to our call: Have a list of insurance and billing needs ready for the Insurance setup. Review Clinic Options.

Who will attend? Customer Core Team, Billing Team Members

During this call we will:

• Review how to set up Insurances in eCR.
• Cover Insurances, Insurance Info Tab, 837 information, Company and Contact Information, and any inpatient fields, if applicable.

Homework to complete PRIOR TO THE NEXT call: Complete setting up Insurances in your system. The setup for Procedures and Visit Types is dependent on this setup.

Who will attend? Customer Core Team, Clinical Subject Matter Expert (SME)

During this call we will:

• Cover your Clinic Options settings, such as overall general settings, Access Level settings, Charts, Forms, Scheduler, alerts and other areas that help your clinic run daily.
• Cover use of our Compliance Center.

Homework to complete PRIOR TO THE NEXT call: Complete the Clinic Options setup through the tabs. Refer to Knowledge Vault if you have any questions. Review Procedures articles and videos.

WEEK 9

Homework to complete PRIOR to our call: Complete the Insurances setup and Clinic Options setup. Have a list of commonly used procedure codes with billing requirements, your current schedule and groups that your Agency offers. Review articles and videos for Procedures, Scheduler and Groups setup.

Who will attend? Customer Core Team, Billing Team

During this call we will:

• Discuss how to set up Procedures in eCR.
• Cover variances and best practices when it comes to setting up billing procedures.

Homework to complete PRIOR TO THE NEXT call: Complete Procedures Setup. Have a list of your agency’s current Schedule. Have a list of Groups offered, if applicable.

Who will attend? Customer Core Team, Clinical SME

During this call we will:

• (Summary of call/agenda)

Homework to complete PRIOR TO THE NEXT call: Complete setup of the Scheduler for each Program. Complete setup of Group Manager. Complete any remaining Phase 4 setup. Review Visit Types articles and videos.

WEEK 10

Homework to complete PRIOR to our call: Complete any remaining Phase 4 setup. Review articles for Billing and Chart testing.

Who will attend? Customer Core Team, Billing staff

During this call we will:

• Discuss how to set up and edit Visit Types.

Homework to complete PRIOR TO THE NEXT call: Complete the setup of all Visit Types. Complete all setup to this point so that testing can begin.

Who will attend? Customer Core Team, Billing staff, Clinical SME

During this call we will:

• Finish any setup that has not been completed to this point.
• Review what Phases 5 and 6 will look like with Billing and Chart testing, Beta Freeze and what will happen during the rest of the implementation.

CHECKLIST?

Homework to complete PRIOR TO THE NEXT call: Complete all Phase 4 setup. Review articles for Billing and Chart testing.

Phase 4 Checklist - Ensure the following items have been completed by the end of Phase 4: 

1. Ensure that the items from Phase 1, 2 and 3 have been completed. 
   • Complete Customer Contact Sheet.
   • Ensure the Core Team can log into the Beta environment. 
   • Review Phase 1 and 2 articles and videos in the Knowledge Vault. 
   • Send 837 files.
   • Review all lab information with your Project Manager. 
   • Review common forms and reports checklist. 
   • Set up Programs and Facilities. 
   • Set up user Access Levels.
   • Set up User Credentials.
   • Set up your Organizational Chart.
   • Set up user Billing Rules. 
   • User Setup. 
   • If using FormLab, ensure your Project Manager knows who the licensees will be. 
2. Ensure the Billing and Program defaults tabs have been completed. 
3. Complete the forms crosswalk.  
4. If FormLab is being utilized, ensure the following: 
   • All required users have a license. 
   • All forms have a plan on how they will be created. 
   • All forms must be completed by Phase 5.  

Phase 4: 

1. Ensure that the following billing items are completely set up for testing: 
   • Insurances 
   • Procedures 
   • Visit Types
2. All Clinic Options have been set up entirely. 
3. The Scheduler has been completed in full.  
4. Any Groups are set up in Group Manager.
5. Review Phase 5 articles and videos in the Knowledge Vault. 

WEEK 8

Homework to complete PRIOR to our call: Have a list of insurance and billing needs ready for the Insurance setup. Review Clinic Options.

Who will attend? Customer Core Team, Billing Team Members

During this call we will:

• Review how to set up Insurances in eCR.
• Cover Insurances, Insurance Info Tab, 837 information, Company and Contact Information, and any inpatient fields, if applicable.

Homework to complete PRIOR TO THE NEXT call: Complete setting up Insurances in your system. The setup for Procedures and Visit Types is dependent on this setup.

Who will attend? Customer Core Team, Clinical Subject Matter Expert (SME)

During this call we will:

• Cover your Clinic Options settings, such as overall general settings, Access Level settings, Charts, Forms, Scheduler, alerts and other areas that help your clinic run daily.
• Cover use of our Compliance Center.

Homework to complete PRIOR TO THE NEXT call: Complete the Clinic Options setup through the tabs. Refer to Knowledge Vault if you have any questions. Review Procedures articles and videos.

WEEK 9

Homework to complete PRIOR to our call: Complete the Insurances setup and Clinic Options setup. Have a list of commonly used procedure codes with billing requirements, your current schedule and groups that your Agency offers. Review articles and videos for Procedures, Scheduler and Groups setup.

Who will attend? Customer Core Team, Billing Team

During this call we will:

• Discuss how to set up Procedures in eCR.
• Cover variances and best practices when it comes to setting up billing procedures.

Homework to complete PRIOR TO THE NEXT call: Complete Procedures Setup. Have a list of your agency’s current Schedule. Have a list of Groups offered, if applicable.

Who will attend? Customer Core Team, Clinical SME

During this call we will:

• (Summary of call/agenda)

Homework to complete PRIOR TO THE NEXT call: Complete setup of the Scheduler for each Program. Complete setup of Group Manager. Complete any remaining Phase 4 setup. Review Visit Types articles and videos.

WEEK 10

Homework to complete PRIOR to our call: Complete any remaining Phase 4 setup. Review articles for Billing and Chart testing.

Who will attend? Customer Core Team, Billing staff

During this call we will:

• Discuss how to set up and edit Visit Types.

Homework to complete PRIOR TO THE NEXT call: Complete the setup of all Visit Types. Complete all setup to this point so that testing can begin.

Who will attend? Customer Core Team, Billing staff, Clinical SME

During this call we will:

• Finish any setup that has not been completed to this point.
• Review what Phases 5 and 6 will look like with Billing and Chart testing, Beta Freeze and what will happen during the rest of the implementation.

CHECKLIST?

Homework to complete PRIOR TO THE NEXT call: Complete all Phase 4 setup. Review articles for Billing and Chart testing.

Phase 4 Checklist - Ensure the following items have been completed by the end of Phase 4: 

1. Ensure that the items from Phase 1, 2 and 3 have been completed. 
   • Complete Customer Contact Sheet.
   • Ensure the Core Team can log into the Beta environment. 
   • Review Phase 1 and 2 articles and videos in the Knowledge Vault. 
   • Send 837 files.
   • Review all lab information with your Project Manager. 
   • Review common forms and reports checklist. 
   • Set up Programs and Facilities. 
   • Set up user Access Levels.
   • Set up User Credentials.
   • Set up your Organizational Chart.
   • Set up user Billing Rules. 
   • User Setup. 
   • If using FormLab, ensure your Project Manager knows who the licensees will be. 
2. Ensure the Billing and Program defaults tabs have been completed. 
3. Complete the forms crosswalk.  
4. If FormLab is being utilized, ensure the following: 
   • All required users have a license. 
   • All forms have a plan on how they will be created. 
   • All forms must be completed by Phase 5.  

Phase 4: 

1. Ensure that the following billing items are completely set up for testing: 
   • Insurances 
   • Procedures 
   • Visit Types
2. All Clinic Options have been set up entirely. 
3. The Scheduler has been completed in full.  
4. Any Groups are set up in Group Manager.
5. Review Phase 5 articles and videos in the Knowledge Vault. 

 [Back to Top]