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Understand Your Customer Implementation
Understand Your Customer Implementation

Learn about the typical Rivet implementation process for a customer.

Updated over a week ago

Implementation Overview

The Implementation program is the initial technical and data set up process between Rivet and your data feeds. This is done to ensure that accurate and correct data is populating your Rivet account so that you can obtain maximum value from the partnership. The process usually takes 45 days on average with weekly calls to update you on progress and ways to work together to speed the process along. The stage consists of five phases:

1. Account Setup

This phase occurs post-sale and is a more “behind the scenes” phase. Your Riveteer team is knowledge-sharing on the backend to make sure we are buttoned up, understand your needs and are aligning resources for your data collection. It’s an important hand off - and is more like a handshake between Sales and Client Success.

2. Kickoff Call

The Kick off Call is the first co-planned and attended meeting for your team and your dedicated Rivet Implementation team. The call was likely scheduled at the point of contract signature by your Sales and Practice leads. On the call, which is usually 1 hour, the Implementation team will go over a set checklist of data requirements which includes the following:

By optimizing the data collection we can speed the implementation. During this time we can also answer any questions about the product and even provide a “Sneak peak” demo to all the Riveters on your team to get them excited about what is to come.

3. Gathering Practice Data

The requirements for gathering practice data will depend heavily on the Rivet product tier purchased. Our seasoned Implementation Team will know what is needed, the form in which it is required, and what contacts we may need at your EHR / Clearinghouse to make data connections for you. This is where the bulk of the Implementation program takes place. Some implementations can be as quick as a couple weeks - while others may take 4-6 weeks if fee schedules and contracts are required to help create a payer contract management system.

Weekly calls will include progress reports, roadblock removal plans and continuing demos to get the Riveters engaged and excited for launch.

4. Account Configuration

After our team has received your required data, we move into account configuration. This is the phase where we pull all of the data we have collected for you into Rivet and test for connections, data flows and a specific set of QA criteria. This phase is usually completed in about a week - with a full five business day window for connecting and testing, depending on the level of documentation to process.

5. Account Review

After the team has configured the data, connections, and QA’d the account, we schedule a 1 hour call to review the account and demonstrate the completion and account readiness. During this call we will also introduce you to your Rivet Account Manager and will begin the transition to onboarding as a live account.

If you have any additional questions about the Implementation Program feel free to chat in or email at support@rivethealth.com.

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