This Help article when guide you through the process to get started if you perform Therapy services.

The first step is to familiarize yourself with the layout of SpokeChoice. A good video for this is the video Profiles and Billing Setup. Even though it is long in nature it covers most everything you need to know and watching the instructor will help familiarize you how to navigate through the different applications. We highly recommend this as a first step.

Follow the steps below:

1. Add DDD Company Information - Go to Back Office>Company Options. Fill in your EIN, Contract number (typically only 6 characters), NPI (if you have one), Four letter billing code, Contact Email, Reconcile Email (email address used to send you notification when you have reconciled payments), Focus Login, Focus Password, Focus FTP login and Focus Password. Make SURE all these fields are correct. If they are not your first billing WILL DENY.
2. Create Service Codes - Go to Back Office>Home Care>Service Codes. Create all the service codes your company bills. Click Here For Help
3. Create employees - Go to People Manager>People>People>Employees to create identities of people that work for you. Make sure and add Therapists NPI and AHCCCS ID's. Create assistants with their license type and Therapists with their license type. Click Here For Help
4. Add Payroll Rates to employees - Each employee needs their own rates for the services they will perform. Go to Payroll>Employee Pay Rates to create pay rates.  Click Here For Help
5. Create Clients - Go to People Manager>People>People>Clients to enter identities for you active clients. Make sure and add the proper Diagnosis code for each Client. Click Here For Help
6. Create Client Payers/policies - Go to Home Care>Health Plans>Client Payers to add DDD payer information (AHCCCS ID, Medicaid ID....make sure and add the earliest billing date). If you billing DDD remember to add the MCID at the bottom of each insurance policy. Click Here For Help
7. Associate Clients to Providers - Go to People Manager>People>Provider Assignments to add the providers list of clients. Click Here For Help
8. Associate assistant therapists to their supervising Therapist. Click here for help
9. Create Guardians. They will be necessary to electronically sign. Creating a guardian is like clients and providers but select the guardian radio box firts.
10. Associate Clients to Guardians - Go to People Manager>People>Guardian Assignments to add clients to their respective guardians and add electronic signature date. Click Here For Help
11. Update Authorizations - As a last step refresh your authorizations by going to Home Care>Health Plans>Client Authorizations and uploading them from WellSky. Click Here For Help.
12. Familiarize yourself with creating goals by going to Progress Management>Setup>Functional Objectives to create measurements and progress goals. You'll need to create measurements so your therapists can use them when creating Teaching and activity Tasks for each progress goal.

At this point you can instruct your therapists to log in and start creating Goals for Members. Once they have completed that task they are ready to clock in/out during a session. They should also create their schedules should they want to clock in and out with such.