Onboarding Checklist

As part of the onboarding process, customers are responsible for submitting all applicable items within the first 45 days. A preliminary list of required items will be discussed during your onboarding call, where we’ll also tailor the checklist to reflect your organization’s specific needs. The finalized checklist will be provided following the call.

Contracting

• Copies of all active payer contracts
• Any fee schedules available  
• List of payers out of network that the group would like to contract with
• Blank Letterhead
• Letterhead with permission for exydoc to obtain contracting and credentialing information from health plans & work on the organization’s behalf
  • Sample: To Whom It May Concern, 
    Please provider exydoc any contract or enrollment information to act on behalf of COMPANY NAME, tax ID XX-XXXXXXX and NPI XXXXXXXXXX.
    Thank you,
    SIGNATURE

Enrollment

• Provider roster
  • Inclusive of practice locations, phone & fax numbers, working days/hours, telehealth (y/n), current insurance plans. Must have social security numbers listed, Medicare and Medicaid ID’s (if applicable)
  • Provider CAQH logins
  • Professional/Individual Liability Insurance
  • Any MD, DO, PA, NP: we’ll need copies of the following:
    • DEA License
    • Board Certification
• Group Info
  • W9
  • Group liability insurance
  • Any group ID numbers (Medicare/Medicaid)
  • Licenses (if applicable)
• IRS Letter Official IRS letter confirming the entity’s Taxpayer Identification Number (TIN). Sample Provided – File Name: IRS EIN Template
• NPI Numbers
  • Associated to the Group
  • Associated with the Service Locations 

Other Items

• Creation of users in health plan sites such as Availity, UHC, etc.
  • Client Success Manager: Name and email will be provided
    • Availity 
  • Administrator information for PECOS (if Medicare participating)
    • Name, title, e-mail, phone number

Sample Timeline*

• Onboarding Call:
  • Scheduled within 7 to 10 days after the welcome email is sent.
• Customer Responsibilities (The week prior to Status Meeting)
  • Roster: Group, Service Location(s), Provider
  • Requested Files:
    • Payer Contracts
    • W9
    • Liability Insurance
    • Provider Roster
    • DEA
    • Board Certifications
    • Any Supporting Files
• Status Meeting:
  • Timing: Scheduled two weeks after the onboarding call. 
• exydoc: Schedule Training – TBA
  • Post Onboarding: After training, you will be responsible for uploading new information and updating existing data directly on the exydoc platform.

*Missing information will will result in significant delays to your onboarding with exydoc, impacting both access and the overall timeline. Access to the shared Teams channel will also be revoked.