Onboarding: New Client Information Tasks

Below is a list of new client information tasks to complete and submit during onboarding. If you would like a brief overview of these tasks, please watch the below video as we discuss the first steps in onboarding a new client. Note: this list is not extensive and may be revised based on client need or requested services. If you have questions or would like more information, please contact our Support Team at support@graphiumhealth.com.

  1. Point of Contact Form
  2. Site Surveys
  3. Service Agreements
  4. MACRA Participation Information

Onboarding - New Client