What to Expect During This Phase
What We’ve Learned So Far About Your Practice
We begin by reviewing what we already know about your practice, including:- Key pain points impacting billing or workflows
- Opportunities to reduce manual work or rework
- Goals your team is looking to achieve with DayDream
Overview of the Onboarding Phases
We’ll review how onboarding is structured so you know what’s ahead:- Kickoff Phase – alignment and readiness
- Training Phase – how DayDream operates day to day
- Launch Day – transition into active service
Review of Services
During the Kickoff Phase, we review the services your practice has selected in your signed contract and align on how each one will be supported. The goal of this discussion is to confirm current workflows, identify potential blockers, and ensure expectations are clear before moving into training and launch. Services reviewed will vary based on the services selected. At a glance:| Service | What’s included |
|---|---|
| Verifications |
|
| Insurance A/R |
|
| Claims Cleanup (CCU) |
|
Verifications
Verifications
For Verifications, we focus on understanding how insurance information is currently gathered and maintained, and where inconsistencies may be causing downstream issues.During this portion of the kickoff discussion, we typically review:
- Whether your practice offers any in-house membership plans
- How insurance verification is handled today (who completes it and when)
- Any challenges with inaccurate or incomplete verification history
- How verification details are documented and referenced
- How DayDream’s verification process supports cleaner claims and fewer corrections
Insurance A/R
Insurance A/R
For Insurance A/R, we focus on how claims move from submission through payment and resolution.During this portion of the kickoff discussion, we typically review:
- How claims are currently submitted and tracked
- Whether claims are worked proactively or only once they age
- Any known pain points with specific payers or recurring denials
- How unpaid or underpaid claims are identified today
- How DayDream will communicate questions or required input using tasks
- When and how escalations should occur for complex or unresolved claims
- Payment posting cadence
- Reconciliation of deposits to EOBs
- Visibility into insurance activity once services are live
Claims Cleanup
Claims Cleanup
Claims Cleanup is designed to address existing or aging insurance balances that require focused attention.Because this service can vary by practice, the kickoff discussion is used to clarify scope and priorities.During this portion of the kickoff discussion, we typically align on:
- Whether Claims Cleanup is included in your signed contract
- How far back you would like DayDream to review claims
(for example, a specific date range or aging threshold) - Any known high-priority payers or problem areas
- Historical context that may affect cleanup efforts
- How cleanup progress and findings will be communicated
Review of Next Steps
We close the Kickoff Phase by aligning on what needs to happen next.IT Access & Install Requirements
As part of onboarding, there is a technical setup component required to support DayDream’s work securely and effectively. During the Kickoff Phase, we do not complete technical setup, but we do review these requirements so your team can prepare ahead of the next phase. To move forward smoothly, the following items are typically required: Workstations & Server Access- At least two (2) dedicated workstations for DayDream use
- These may be physical machines or virtual machines
- Access to the server hosting your practice management system
- Identification of which machines will be used for DayDream support
- Practice management system updated to the latest available version prior to launch
- Ability to create or assign user accounts with administrative permissions
- Windows login credentials for designated workstations
- Practice management system user logins with appropriate access levels
- The server
- Each designated workstation
What’s Needed From the Office
Typically, the office may be asked to:- Coordinate with IT for access and installation
- Update or confirm 2FA for insurance and payment portals
- Identify team members who need DayDream access
- Complete any remaining setup items discussed during kickoff
What’s Needed From the DayDream Team
During this phase, DayDream typically:- Coordinates IT installation
- Sends platform invitations for DayDream access
- Initiates 2FA setup with the assigned Pod Lead
- Schedules the Training Phase session to review the platform and workflows
What This Phase Produces
By the end of the Kickoff Phase:- Services selected in your signed contract are clearly understood
- Roles and access expectations are aligned
- Technical readiness is underway
- Both teams know what’s required before training begins