Implementation Checklist

Download and Print the Checklist Here.pdf

Use this checklist to stay on track and monitor your progress throughout implementation.

Miscellaneous Tasks

____ Complete 4PC enrollment (if applicable)

____ Complete and return EdgePRO form to CSM.

____ Complete NewCrop credentialing for all providers.

Admin Setup

Uprise Admin Setup Guide

____ Upload Portal Forms

____ Configure Tax Rates (Per Location)

____ Upload Logo (Per Location)

____ Set Office Hours (Per Location)

____ Set Observed Holidays (Per Location)

____ Set Resource Availability (Per Resource, Per Location)

____ Upload Provider Signatures (Per Provider)

____ Import Vision Payers

____ Import and Add Suppliers (Per Location)

____ Review and Edit Electronic Intake Questionnaire

____ Review and Edit all Lists

____ Edit and Add Users

Catalog Setup

____ Spectacle Lenses

  • Import Lenses
  • Price Designs
  • Price Materials

____ Spectacle Lens Add-Ons

  • Import Add-Ons
  • Price

____ Frames

  • Import/Add Frames
  • Setup Pricing Assistant
  • Price Frames

____ Standard Contact Lenses

  • Import Standard Contact Lenses
  • Price

____ Custom Contact Lenses

  • Add Custom Contact Lenses
  • Price

____ Professional Services

  • Add Codes
  • Price Codes
  • Update Descriptions

____ Other Fees

  • Add Other Fees
  • Price

____ Retail Products

  • Add Retail Products
  • Price

____ Create Lens Packages (if applicable)

____ Add merchandise to inventory (if applicable)

EHR Configurations

Uprise EHR Configuration Setup Guide

____ Set Default IOP Method (per user)

____ Edit & Add Exam Types (Templates)

____ Map Appointment Types

____ Edit & Add Chief Complaints

____ Edit & Add Other Tests

____ Review Lens Design Category Options

____ Review Lens Material Category Options

____ Edit Treatment Code Maps

____ Set Rx Expiration & Other Exam Defaults

____ Setup Default Dilation Method

____ Review & Edit Message Templates

____ Review & Edit Exam Print Templates

____ Build Care Team

Functionality Training

____ Practice Management Part 1 Training Session

____ Practice Management Part 2 Training Session

____ EHR Workflow Training Session

____ Insurance/Claims Training Session

Schedule additional training as needed with your dedicated software trainer.

Practice, Practice, Practice!

Dedicate time for all staff to practice in the system before going live.