New Clients

After your New Client Discovery call, you'll schedule either Set Up calls or Audit calls, depending on where you are in the process.

• Audit Review is for clients who have already been using the EHR system. After the Discovery call, you'll schedule an Audit Review call a few days later. This allows me time to complete the audit and prepare your custom review sheet and score.

• Set Up (there are three) is for clients new to the EHR system. During these calls, we will discuss and customize the EHR to fit your clinic’s needs.

• Training  can be scheduled anytime you need them. Typically, there are two calls to cover how to use the system, and any additional training calls can be scheduled as needed to address specific needs.

• Go Live (weekly and monthly) is scheduled in advance to ensure a smooth start and ongoing success. These calls are an opportunity to make any necessary adjustments now that you are actively using the system.

• Review of Accounts is for addressing specific questions about certain accounts. This time should not be used for training on topics that have already been covered.

• Clinic Changes involve adding another provider, additional services, or starting to take PI or insurance. These changes may require system adjustments, and we’ll ensure a smooth transition during these calls.

• Training for in- house billing

• New staff training (remote, your location, or our partner office using CHD with interaction of live clients)

• Have questions but not all the time- we are here for you and will create a custom plan for your needs

New CHD users can choose to have the Set Up done with me. 

This is a 22 point checklist that I use to look into all of the settings in your system. We will discuss the findings and make changes as needed.