Suggested Implementation Process
1. Review the Welcome Letter email and complete instructions.
2. Get set up with Clearing House relaying additional info to Chart Talk – Clinic to complete
3. Set Up clinic Users, DB setup, SR profiles and any Data Conversion – Tech Support to complete
4. Enable PM, assign user roles and permissions – Tech Support to complete
5. Clinic will be contacted with access credentials.
6. Clinic will receive an email directing them to the Training Video Sight to watch.
7. Clinic will be contacted to set up First of three training sessions(to be completed within 30 days of purchase) to begin the training process.
8. Once all three training sessions are complete, the clinic will be contacted in two weeks for an additional follow up session.
9. Remember to use all the online resources available to you through Chart Talk!
10. Enjoy the ease and capabilities of your new system!