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2.12 Go-live

Outcome​

The customer is live in production, monitoring is on, and the on-call team is ready to respond.

Prerequisites​

Go-live workflow​

Pre go-live checklist​

  • UAT sign-off from the customer (email or signed PDF).
  • EDI envelopes flipped from T (test) to P (production) in Admin → EDI → Envelopes.
  • Trading partner test certifications in hand, in writing, for every partner.
  • Payer effective dates verified — the customer is officially on each payer's panel.
  • Banking — payer EFT enrollment complete (out of platform scope, but confirm).
  • Fee schedules active and effective on go-live date.
  • Modifier rules approved.
  • Notification channels: customer's billing inbox subscribed to ERA-posted notifications.
  • Tenant status = active (not read_only).

Smoke run​

The morning of go-live, run a single live claim through and confirm the full path: encounter → submit → 277CA → 835 → posting. If it doesn't clear within the customer's SLA, hold and triage.

Hyper-care (first 5 business days)​

  • Daily standup with the customer's billing lead.
  • Watch dashboards:
    • Claims throughput — submitted vs acknowledged.
    • Denial rate — investigate any denial > 1%.
    • ERA auto-match rate — should be > 90%.
    • Auto-correction success rate — should be > 60%.
  • On-call platform admin available within 1 hour for escalations.

Rollback plan​

Rollback is rare but possible:

TriggerAction
Mass scrub failuresRevert active modifier rule version (Admin → Rules → History → Revert).
Mass envelope rejectionsRevert envelope to test mode; resubmit after fix.
Tenant DB corruptionRestore via PITR runbook (mining target — OPERATIONS_RUNBOOK.md §18).
Catastrophic config errorSet tenant status = read_only via Admin → Tenants → Suspend → Read-only.

Definition of done​

  • Hyper-care window closed.
  • Customer-facing retrospective completed.
  • Onboarding tracking ticket closed.
  • BAU on-call rotation includes the new tenant.
  • Onboarding artifacts archived (intake doc, configs, test results).

Next​

The customer is live. Hand them the Tenant Manual and the EDI ops team the EDI Manual.

For ongoing operations, see the platform admin Operations Runbook (mining target — will be migrated from the current OPERATIONS_RUNBOOK.md in the next docs phase).