CheckList

Payment & Financial Setup

• ☐ Configure Payment Processor

• ☐ Define Late Fee Applicable Date (set to 30–60 days in the future)

• ☐ Credit card Tokens

Appointments & Reminders

• ☐ Decide when to start appointment reminders

• ☐ Decide when to start payment reminders

• ☐ Set up all appointment reminder templates

• ☐ Set up all payment reminder templates

Patient Communication

• ☐ Configure patient communication email ID

• ☐ Configure patient texting phone number

Insurance & Claims

• ☐ Copy over insurance list (startup data)

• ☐ Complete claim registration

• ☐ Complete claim account creation

• ☐ Confirm whether Findings need to be copied (Yes / No)

• ☐ Close all open claims from source software (prior system)

Scheduling

• ☐ Review existing scheduling templates

• ☐ Design new scheduling templates (if required)

• ☐ Validate appointment types align with workflows

Templates & Letters

• ☐ Set up basic letter template

Patient Status Management

• ☐ Set up patient statuses

• ☐ Automate patient status updates based on appointment type