The client information
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workbook is a collection of spreadsheets that will develop the framework of how we address your claims.
This
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workbook determines how we process provisional credits, auto approvals, denials, etc., as well the steps and experience of the intake and back office process.
It is probable that this
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workbook will take multiple teams to complete. For this reason, we encourage that you begin this as early as possible.
Please complete the
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excel only for the items in Onboarding, excluding the items in Post-Production.
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This workbook is pre-filled with our Best Practices
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for your go live:
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Bank Default:
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Credit Union Default:
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