Installation
During Installation, our staff will help your facility to build databases of patients, insurance companies, employees, clinical documentation (if applicable), billable services and other setup features. In order to assure that this process runs smoothly, please adhere to the following guidelines:
Date / Time
Prior to visiting your facility or accessing your system remotely a MedEZ™ representative will have contacted you to set a mutually convenient date and time for the install. While every install is unique, the technician can give an estimate of how long the process may take. (This time varies depending on what module(s) you have purchased) Please make note of the date and time for your installation so that you are prepared when the technician arrives at your office.
Punctuality
MedEZ™ technicians may have several engagements scheduled on a given day, therefore we ask that you be on time and make yourself available at the designated time. In the interest of efficiency and proficiency, we ask that you do not schedule your installation at a time which you or your IT coordinator has other obligations that may inhibit you from giving the technician the information they need.
Hardware and Network Setup
It is important to have your hardware and network in place before your install date. In order for the install to be successful and uneventful, we recommend that you contact your IT coordinator or practice accessing the server (or dedicated PC) remotely to have your network in MedEZ™ work correctly. If you are not set up by the install date, please let your MedEZ™ technician know as soon as possible. In some situations it may be beneficial to have your IT staff member present at the time of the MedEZ™ install so that any issues can be resolved quickly. Note: The MedEZ™ technician will not proceed with an install if your system is not up and running or is not working correctly and you will have to reschedule the install for a later date.
Documentation
Please have all documentation ready prior to the installation time. Documentation includes: signatures, employee names, some patient charts, Super bill/Encounter example (or listing of all possible services by cpt/hcpcs/revenue codes you provide), billed rates for services, main insurance companies you will bill to, provider numbers, NPI numbers including for your doctors, your company, and for referring doctors, etc. The ability to explain how your facility processes their billing and collects payments is very important to relay to the technician and will speed up your implementation process. In some cases the technician may already have some documentation that was sent. Note: Please send any clinical documentation/consent forms (ONLY IF YOU PURCHASED THE CLINICAL MODULE OR CONSENT FORM SETUP) to the technician before your install date as these items may be setup before the visit.
Rescheduling an install
In the event of an emergency situation, your network/hardware is not in place, your staff/IT coordinator is not available, or any other unforeseen circumstance (including weather and natural disasters) arises, please let your MedEZ™ technician know as soon as possible. Once you miss an install date, you will be rescheduled by the Director of Implementation and Training for a date and time that is convenient to the MedEZ™ schedule.
For more information on how to become a part of the MedEZ™ family, please contact us at info@medez.com or call toll free: 888-MedEZ-88 (888-633-3988).