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Your Peak One implementation specialist will guide our three-stage process to get you up and running as quickly and <br />easily as possible. Phone, email, and WebEx are used extensively throughout implementation process to maintain <br />effective communication and momentum. <br />YOU’VE CHOSEN PEAK ONE… WHAT’S NEXT? <br />STAGE 1 INTRODUCTION AND OVERVIEW <br />Your implementation coordinator meets by phone with everyone who will have any role with the software, including <br />operations and IT personnel, to make introductions and create the implementation project plan. <br />STAGE 3 PLAN MANAGEMENT AND ON-GOING SERVICE <br />Once integration and account setup have been completed, your account specialist will request eligibility data. Eligibility <br />data can be sent using an export form on your HRIS or payroll system. Once the data is imported and verified by Peak One, <br />debit cards are ordered and the plan is ready for claims processing. Enrollment confirmations are sent to each participant <br />with instructions on how to access the Peak One portal. <br />STAGE 2 INTEGRATION AND ACCOUNT SETUP <br />In this stage, your staff is trained on the details of system operation and the specific steps involved in completing various <br />tasks. Your implementation coordinator will assist you in setting up your first groups, developing your migration plan, and <br />learning and verifying the migration process. <br />1 2 3Stage 1: <br />Introduction & Overview <br />Stage 2: <br />Account Setup <br />Stage 2: <br />Plan Management <br />& On-Going <br />Service <br />PEAKONEADMIN.COM