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Customer Onboarding Checklist

Copy this per customer. Tick each box as you complete it.

Customer: ____________________________ Tenant slug: __________________________ Go-live target: _______________________

Intake​

  • BAA executed
  • MSA executed
  • Scope: services, states, verticals
  • Payer panel documented
  • EDI partners documented
  • Org structure documented
  • Contact roster captured
  • Volumes estimated
  • Intake doc signed off

Provision tenant​

  • provision-tenant.ts run successfully
  • identity.tenant row created (status='active')
  • Tenant DB schema verified
  • Audit row written

Subdomain + TLS​

  • DNS resolves
  • HTTPS valid
  • App loads at the subdomain

First tenant admin​

  • Impersonation initiated
  • First user created with TENANT_ADMIN
  • OTP sent + customer signed in
  • Password changed
  • Impersonation ended
  • Audit trail clean

Org structure​

  • Organization created
  • Facilities created (NPIs validated)
  • Sites created (if needed)
  • Billing entities created
  • Billing-entity ↔ facility links done

Payers and programs​

  • All panel payers verified in master
  • Submission capabilities added
  • Contracts created (one per payer)
  • Fee schedules built (manual or CSV import)
  • Program configs created (auth workflow + EOB style)
  • Default billing entity set per program

Rules and modifiers​

  • Master modifier rules reviewed for the panel
  • Tenant overrides created (if any)
  • Dry-run validation passed
  • Group-billing rules confirmed
  • Supervision rules confirmed

Ingestion​

  • Transport(s) configured (SFTP / push / both)
  • Mapping definitions drafted
  • Mappings activated
  • Test file processed end-to-end
  • Alerts configured

EDI trading partners​

  • Trading partners registered in master (if new)
  • Submitter IDs configured per partner
  • X12 envelopes configured
  • Submission routing rules written
  • Companion-guide overrides (if needed)
  • Test cycle complete + partner approval

Users and RBAC​

  • First few users walked through with the customer admin
  • Roles + permissions verified
  • Customer admin trained on user management
  • Password reset path documented

End-to-end test​

  • Test member added
  • 270/271 round-trip successful
  • (If applicable) 278 round-trip successful
  • Encounter documented
  • Claim built + scrubbed
  • 837 submitted
  • 277CA received
  • 835 received + auto-matched
  • Ledger posted

Go-live​

  • UAT sign-off
  • Envelopes flipped to production
  • Smoke run with 1 live claim
  • Hyper-care window scheduled
  • Customer billing lead briefed on dashboards
  • On-call rotation includes this tenant

Sign-off:

NameDate
Onboarded by
Customer accepted by