Onboarding Checklist

Getting Started โ€” What We Need From You

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

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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 โ€” CSRs, billers, dispatch, admin.
Monthly Prescription Volume
Approximate number of new Rx orders processed per month.
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Section 2 of 6
Insurance & Payer Setup
Done
Payer Mix Summary
Top 3โ€“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 โ€” manual, semi-automated, or third-party tool.
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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.
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Section 4 of 6
Compliance & Legal
Done
BAA (Business Associate Agreement)
ScriptRelay provides this for you โ€” 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).
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Section 5 of 6
Delivery Setup
Done
Delivery Model
In-house delivery fleet, third-party courier, or patient pickup โ€” 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.
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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 โ€” but your team can fall back to the old system at any time.
W4
Week 4
Go Live โ€” 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.

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