New Customer Setup Checklist

Did you sign on a new customer? Sweet! Let’s walk through together how to make sure you’re setup in ConnectSx to process cases and bill for them to make sure your users have a smooth experience and you’re getting paid.

Create the Facility

• The first thing to do is to create your new Facility in the Directory and enter all associated information so cases can be created correctly and the billing process works smoothly. This includes but is not limited to: 

  • Address and contact Information

  • Point of Contact

  • Billing Information

  • Additional Contacts

  • Facility Par Levels

Load Facility Contract Pricing

• Assign a Global Price List or load Contract Pricing for this individual facility to ensure the correct pricing is on your sales orders/invoices and to ensure a smooth and seamless experience for your sales users. 

Create Physicians

• Next, create the new Physicians in your organization’s Directory. 

Create Physician Assignments

• You’ll need to assign the relevant Facilities, Products, and Procedures to your new physicians so the correct directory entries appear for your users. 

  • NOTE: This step MUST be completed in order for your users to create cases with the new Facility and Physicians. These records will not appear in the selection areas when creating a case if this step is not completed.

Creating new Users?

• If you need to create new users as well, please check out our New User Checklist to make sure you’re taking all of the necessary steps to set up your user accounts and user assignments.