During the evaluation period, non-registered users receive the same free services. We do ask, however, that you register before starting the accounting and payroll changeover...so that we can closely support that process.

Call for an on-site demo

Call Summit-Edge at 1-800-401-9720. Omaha callers can call on 861-0728. We'll schedule an on-site demo. Figure about an hour to review the software...and an hour to answer your questions. Depending on your needs, we can make the visit shorter or longer.

View the demo...and review product literature

We will walk you through the software. It's not a training session, but you'll get a good orientation. Then, we'll spend some time on your questions. With that done, we'll leave you with product literature...that will address areas we might not have covered. At that point, you'll leave you alone with your thoughts. Our philosphy is to let the product sell itself...so you'll probably only get one phone call...a couple weeks after the on-site visit.

Discuss special needs and requirements

If you are interested in the product, you will want to consider any special needs and requirements. Everyone has a few. We'll work with you to make sure we're addressing all your needs. This may be done on-site...or by telephone.

Review and accept software agreement

When you are ready to proceed, you just need to review and accept the software agreement...so that we can get started.

Review implementation plan

The software does not automatically implement itself. It would be nice...but, it doesn't. After conferring with you, we will plan and schedule the implementation. We'll talk about data conversion, software installation, software configuration, and training. The plan will be detailed and scheduled.

Convert data (if applicable)

If data is going to be converted, it will likely happen at this point. Data conversions could take different forms...depending on the software you've been using...what you want to achieve...and, of course, cost considerations.

On-site installation, configuration and training

We will install the software...and then configure it to your special requirements. This will include the following kinds of configurations:

• Configuring the insurance billing program, so that the HCFA's are properly formatted for the different insurance companies.
• Entering the provider agreements, so that correct provider numbers appear on the Hcaf.
• Setting up provider fee schedules, so that new sessions default to an appropriate fee for the service and provider entered.
• Setting up service categories
• Configuring the client statements to have the appearance you want.
• Configure user preferences

We will configure the system, between training sessions. All new users receive 8 hours of free support. There will be 4 two-hour training sessions, over two days. There will be at least two hours between sessions, so that you can practice what you've learned before the next session. Here is how we organize the training.

• Day 1 - Morning - Entering a new intake
• Day 1 - Afternoon - Entering sessions, payments and E.O.B.'s
• Day 2 - Morning - Billing and followup
• Day 2 - Afternoon - Review and loose ends

Get help as you need it

Summit-Edge is a comprehensive, powerful and full-featured system. Although you'll get the hang of it right away, there will be many questions in the first few months. We suggest the following steps when you have questions.

Click on the "?" button for help. It is context sensitive, so it will bring up all kinds of information about the form you are in. You should check the help screens frequently...for the following reasons:

• You get immediate help.
• You will discover new features in the software.
• It becomes an educational program...that allows you to completely master the software.

If the help screens don't "help", please call us at 1-800-401-9720. We welcome your calls. It gives us an opportunity to learn how we can make the software easier to understand and use.

Copyright 2003, Summit-Edge, Inc.