• Account Launch Closeout Form

    Account Launch Closeout Form

    v12.20.2025

  • Launch Personnel and Inclusion/Exclusion Criteria

  • Hardware/Software Setup

    For the tech setup, you want to make SURE that the tablets are connected to the PRIVATE WiFi of the clinic (NOT the Guest Network), that Chrome (preferred) or Edge (secondary) is the website browser of use. Make sure the bookmarks bar is accessible for quick reference to all users.

  • Workflow Description

  • Is the "Queuing Feature" being utilized for this account?

  • Screening Questionnaire:

  • Who is completing the screening questionnaire?*
  • Where is screening questionnaire being completed?*

  • Physical Performance Testing and Documentation:

  • Who is completing the physical performance testing?*
  • Who is completing the note pasting/documentation?*
  • Where in the encounter note is the SB documentation being pasted?*

  • Coding and Charging

  • Who is completing the billing/charge?*
  • When is the billing code being dropped?*
  • How is the code being submitted?*
  • Is the billing template (Code + Modifier + Units) in EMR/Paper Superbill?*

  • Provider Level Training

  • Clinical Staff/Front Desk Training

  • The following training steps are to be completed with designated personnel depending on the workflow design of the practice (IE is screening completed by front desk or MA staff. If front desk is completing questionnaire, then no need to train MA staff on that step, etc)

  • Office Manager/Admin Training

  • Closeout and Review

  • Should be Empty: