Contract Management Implementation | Healthcare Contract Management

Don't let implementation slow you down!

Your team is busy. A time-intensive project is not what your organization needs to improve contract management efficiency. A well executed implementation simplifies contract organization and processes without adding complexity. Contract Guardian follows the healthcare-specific Onboarding & Implementation approach below. Standardized to make the process efficient, customized to make the adoption simple.

Account Setup
- Create Account & Configure
- CG Only
Project Kick-off Meeting - Planning:
- Identify Team Members
- Terminology Review
- Review Application Features and Security Model
- Discuss Client’s Environment & Training Plan
- Identify Backfiling Needs
- Examine Data Source and moving Backfiling Information
- CG & Client
Subject Matter Expert (SME) Training #1 - Define / Configure:
- Roles / Permissions
- Administrative Users
- Standard Users
- CG & Client
Subject Matter Expert (SME) Training #2 - Define / Configure:
- Navigation Preferences, Dashboard, System Logistics
- Organizational Structure (Account, Organization, Department, Groups)
- Table Setup – various dropdown controls
- CG & Client
Subject Matter Expert (SME) Training #3 - Define / Configure:
- Document Types (Contract Types) and Statuses (live, WIP, expired, archived, custom)
- Field sets / Fields / Custom fields
- Attachment Types, Version Control
- CG & Client
Subject Matter Expert (SME) Training #4 - Define / Configure:
- Attachment & Version Control
- Query, Reports, Exports, Downloads, Printing
- Email Notification Configuration
- CG & Client
Final Q&A / Wrap-up

*Includes Contract Guardian assistance with up to 10 live contract(s) data entry with attachments
- CG & Client