PS Implementation Checklist Quiz

PS Implementation rep has been assigned a log for a site who is new to Patient Statements and must create a SharePoint item for the site.
Target Date
Addendum Received
Kickoff Call
First Contact
PS Implementation rep reaches out to client for a test file.
Test File Received
Test File Sent
First, Second, Third Contact
Target Date
Client is put in this status until they are ready to move forward with PS Implementation.
Target Date
Deactivated
Live - Contacted for Training
Proof Approval
Client sent a test file for review and PS Implementation rep must collect additional enrollment information from the client.
Test File Received
Test File Sent
First, Second, Third Contact
Addendum Received
Client has verified statement enrollment information and test file has been sent to the appropriate print vendor.
Live - Waiting on Live Files
Enrollment Submitted
Test File Received
Test File Sent
Clients must review proofs provided by RevSpring.
TPS Review
Proof Approval
Live - Contacted for Training
Test File Review
RevSpring proofs were approved by client and we are waiting for the client to send a live statement file.
Live - Waiting on Live Files
Proof Approval
Test File Pending
Live - Contacted for Training
Client has sent their first live file and it is ready for the client's final review.
Proof Approval
Live - Waiting on Live Files
Test File Received
Live - Contacted for Training
Client has been contacted 3 times and has not moved forward with PS implementation.
Inactive
Deactivated
Termed
Suspended
Client has been in an inactive status for 30 days and has not moved forward with PS implementation.
Inactive
Deactivated
Termed
Suspended
Client has begun PS implementation and is unhappy/no longer wants to utilize us for service/product etc.
Inactive
Deactivated
Termed
Suspended
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