Welcome to RevenueWell Phone, your all-in-one cloud-based communication hub designed to simplify and enhance how your practice connects with patients. Whether you’re just starting your onboarding journey, in the middle of it, or nearing completion, our team is here to ensure a smooth transition every step of the way. From improved call management to seamless communication, RevenueWell Phone helps you run a more efficient practice, making patient communication faster, easier, and more reliable.
Here’s a breakdown of what to expect during your onboarding process:
Week 1: Getting Started
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Select Hardware: Your enrollment representative will help you choose the right hardware for your practice, and they'll take care of placing the order.
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Onboarding Specialist Assigned: Your dedicated Onboarding Specialist will become your main point of contact, guiding you through the setup process.
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Onboarding Kickoff: Your Onboarding Specialist will walk you through the onboarding process, timelines, and review key documents like the Letter of Authorization (LOA) and the pre-configuration form.
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Letter of Authorization (LOA): This document gives RevenueWell the legal authority to request porting your phone number(s) from your current carrier to our system.
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Pre-Configuration Form Completion: This form provides essential information about your practice, allowing us to tailor your new phone system to your specific needs
Weeks 2-5: Setting Up and Transitioning
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Phone Porting: Porting is the process of transferring your phone number(s) from your current carrier to RevenueWell. This occurs in the background and typically takes 2-5 weeks to complete.
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System Setup & Configuration: Using the information from your pre-configuration form, we’ll set up your phone system, including users, operating hours, and dial plans. You’ll review and confirm these settings during a configuration call.
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Hardware Delivery & Setup: After your Kickoff call, your hardware will be delivered. A Technical Onboarding Specialist will ensure your phones are properly set up and functioning. We will also conduct a site readiness review to prepare for a smooth training day.
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Staff Training: Once the system is set up and hardware installed, we will train your staff on using the phones, and administrators on managing system settings and updates.
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Post-Setup Call: After everything is in place and your system is up and running, we’ll schedule a final call with your Onboarding Specialist to confirm that everything is functioning smoothly and address any final questions. Moving forward, our Support Team will become your primary contact, and your Onboarding Specialist will provide you with support contact details.
Important Customer Responsibilities:
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Call Forwarding Setup: While we’re here to assist, it's the customer's responsibility to set up call forwarding with your previous carrier. We can guide you through the process but are unable to access your previous carrier’s portal.
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Canceling Services with Previous Provider: After your phone numbers are ported, you’ll need to finalize any remaining obligations with your previous provider and cancel services as needed.
Maximize Your Success with RevenueWell Phone!
Your onboarding is just the start of your journey with RevenueWell Phone. To continue optimizing your phone system, visit the RevenueWell Academy for a library of courses that cover everything from advanced configurations to maximizing productivity and improving the patient experience. Stay ahead with expert tips, learn at your own pace, and ensure your practice runs like clockwork.
Explore the RevenueWell Customer Academy
Need Help?
For more tech tips, how-tos, and troubleshooting, head over to the Phones Section of our Help Center. It’s packed with guides and FAQs to make sure your system is always running smoothly!
We’re excited to help you elevate your practice with RevenueWell Phone. If you have questions or need further assistance, feel free to reach out to our Support Team!