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Implementation and Training Services
Each client is paired with an SSI project manager, whose role is to guide you through the implementation process.
In addition to coordinating SSI resources and activities, this individual will:
- conduct status meetings
- provide regular status reports
- identify and manage the resolution of issues
- serve as the first point of escalation
Project Planning and Initiation
SSI reviews client-specific project plan and schedule to determine activities required to achieve the set timeline.
Includes initiation and kick-off meetings to:
- review the project plan
- discuss client data required
- establish a decision-making and communication structure
SSI performs its standard provisioning and setup services.
To adequately prepare clients for the software implementation, SSI will:
- establish client access to the software
- provide login credentials
- supply important documentation
For implementation of SSI Billing, this stage also includes a review of client files and suggestions for improving the validation rate.
Discovery and Setup
Discovery and setup consists of up to a three-day, working session on site with client personnel.
The goal of the session is for clients to:
- gain an understanding of current processes
- identify opportunities to incorporate best practices
- establish workflows
In addition, SSI will assist the client with administrative setup activities. For SSI Billing, SSI also confirms edit and validation decisions and reviews system management activities.
System Configuration and Testing
System configuration and testing are completed based on information gathered in the Discovery and Setup session. This includes the preparation of training materials to align with client processes. Additionally, SSI will finalize enrollment with selected payers around claim submission and patient access, as needed.
End-user training is conducted onsite to ensure users have a thorough understanding of the workflow and how to utilize the software to complete their responsibilities. Training includes two SSI-led instructional courses for up to 15 users, each up to four hours in length. SSI will also work with the client to ensure readiness for go live and follow-up directly with end users on training questions. These onsite services will be conducted over a two-day span.
Go Live and Follow-Up
SSI provides onsite assistance during the initial three go-live days. Onsite support typically includes one-on-one guidance to end users and system admin on daily SSI processes, along with confirmation of other integral functions.
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