The client information sheet is a collection of spreadsheets that will develop the framework of how we address your claims.
This sheet 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 sheet will take multiple teams to complete. For this reason, we encourage that you begin this as early as possible.
Please complete the sheet only for the items in Onboarding, excluding the items in Post-Production.
These sheets are pre-filled with our Best Practices set up for your organization type; please choose the spreadsheet that most closely matches your financial institution.
Risk Adverse:
Bank Default:
Credit Union Default: