Onboarding Checklist

Getting Started — What We Need From You

Everything you need to onboard in one place. Most clients are live in 4 weeks.

0 of 19 items checked 0%
Progress saves automatically in your browser.
📋
Section 1 of 6
Company Information
Done
National Provider Identifier (NPI)
Your 10-digit NPI number for billing and insurance submissions.
State-issued DME Licenses
List of states where you hold DME distribution licenses.
Primary Contact Name & Email
The person who will manage the onboarding and day-to-day operations.
Staff Count
Approximate number of staff — CSRs, billers, dispatch, admin.
Monthly Prescription Volume
Approximate number of new Rx orders processed per month.
🏥
Section 2 of 6
Insurance & Payer Setup
Done
Payer Mix Summary
Top 3–5 payers (Medicare, United, Aetna, Cigna, etc.) and approximate percentage split.
Portal Login Credentials
Login credentials for any payer portals (Noridian, Palmetto, Novitas, etc.).
Top 5 HCPCS Codes
Your most frequently billed HCPCS codes (E0601 for CPAP, A4253 for test strips, etc.).
Prior Authorization Workflow
How you currently handle prior authorizations — manual, semi-automated, or third-party tool.
💻
Section 3 of 6
Systems & Data
Done
Current Software / EHR / Billing Platform
Name and version of your existing system (Brightree, Prism, QS/1, etc.).
Patient Data Export Ready
Confirmed ability to export patient demographics and order history in standard format.
Equipment Catalog / SKU List
Your product catalog with SKUs, HCPCS mappings, and current pricing.
Fax or Electronic Order Intake Method
Confirm whether you receive orders via fax, email, portal, or direct API.
⚖️
Section 4 of 6
Compliance & Legal
Done
BAA (Business Associate Agreement)
ScriptRelay provides this for you — we sign yours as well. We'll send a draft in Week 1.
HIPAA Compliance Status
Confirm your current HIPAA compliance posture and any outstanding risk assessments.
Accreditation Status
CHAP, ACHC, or Joint Commission accreditation details (if applicable).
🚚
Section 5 of 6
Delivery Setup
Done
Delivery Model
In-house delivery fleet, third-party courier, or patient pickup — or a mix.
Service Area / Zones
List of ZIP codes or counties you currently serve for DME deliveries.
Delivery Schedule Preferences
Preferred delivery windows, cut-off times for same-day orders, and staffing schedules.
⏱️
Section 6 of 6
What Happens Next
W1
Week 1
Kickoff & Configuration
We review your checklist, configure your payer connections, and set up your workspace. BAA exchange happens in parallel.
W2
Week 2
Integration & Data Migration
Patient data imported, equipment catalog mapped to HCPCS codes, payer portals connected, and staff accounts created.
W3
Week 3
Parallel Run
ScriptRelay runs alongside your existing workflow. Real orders, real data — but your team can fall back to the old system at any time.
W4
Week 4
Go Live — Full Handoff
ScriptRelay becomes your primary operations layer. Auto-reorder engine activated, denial management live, and onboarding debrief completed.

Ready to start?

Book a 20-minute walkthrough and we'll map your onboarding timeline before you sign anything.

Book a 20-minute walkthrough
Or explore the interactive sandbox first →