Billing Client Discovery Form

Credentialing Client Discovery Form

(Billing Client)

Purpose:This form focuses on gathering information on EHR/PM software, fee schedule, clearinghouse, and payer set-up, plus payer portal access, payer enrollments, EDI/ERA/EFT set-up, billing workflow, financial reporting, and go-live readiness.
Instructions:

• Complete every applicable field. Select only services currently provided or planned.

• Upload supporting documents through the secure upload fields. Do not email protected or sensitive documents.

• Items marked “if applicable” may not apply to every provider or practice. Upload documentation through the secure portal only.

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1. Client & Practice Information

Organization Billing Identifiers

Enter exactly 9 digits.
Enter exactly 10 digits.

2. Contacts & Implementation Team

3. Addresses, Legal Entities & Identifiers

Physical Address / Service Location

Billing Address

Mailing Address

5. Locations & Hours of Operation

Add each billing/service location and enter its hours of operation.

5. Setup Readiness & Project Timeline

6. Provider Information, Credentialing & Billing Roster

Add one record per provider requiring credentialing, payer enrollment, software setup, or billing setup.

Provider Types / Roles

7. Credentialing, Payer Enrollment & Contracting Needs

Credentialing / Enrollment Scope

Requested Payers / Networks

Commercial Plan Details

Medicaid Details

Medicaid MCO Details

Medicare Advantage Details

Exchange / Marketplace Details

EAP Details

Behavioral Health Carve-Outs

Medicare Details

Workers Compensation Details

8. EHR/PM Software & Clearinghouse Setup

System Setup Tasks Needed

9. EDI, ERA, EFT & Connectivity Enrollment

10. Services Offered, Charge Capture & Coding Setup

11. Future Billing Workflow Design

12. Billing Services Requested

13. Front Desk, Eligibility, Prior Authorization & Patient Billing Setup

14. Reporting, Meetings & Success Metrics

15. Access & Documents Needed

Secure Document Uploads

16. Transition Plan & Go-Live Readiness

17. Risk Flags, Compliance & Additional Notes

Privacy, Security & Technology Requirements

Please review the following requirements carefully before submitting this Billing Client discovery form.

Privacy, Confidentiality, and Security of Credentialing and Billing Documents

To maintain compliance with HIPAA and to safeguard Client privacy, confidentiality, and data security, TriumpHealth strictly prohibits the transmission of credentialing, billing, payer, patient, financial, or other sensitive documents through unsecured email, postal mail, or fax.

Technology Platform Usage Requirements

All documents required for onboarding, billing transition, payer setup, A/R review, reporting, and related revenue-cycle services must be uploaded directly by the Client through TriumpHealth’s approved secure technology workflow. Failure to use the approved secure process may result in delays or inability to proceed.

If the Client is unable to navigate the required technology after initial onboarding and workflow training, TriumpHealth will provide one additional training session at no additional cost.

If the Client does not effectively use the approved secure platform and fails or refuses to provide the required documentation within three (3) months of onboarding, TriumpHealth shall have no obligation to continue processing the applicable services, and the Client shall not be entitled to any refund or credit of amounts paid under the Agreement.

Payer / Portal / System Access

Where payer portals, clearinghouse access, EHR/PM access, payment-system access, or other third-party system access is required to perform the agreed services, the Client is responsible for providing timely, accurate, authorized access. TriumpHealth is not responsible for delays, denials, rejections, or incomplete work caused by unavailable or inaccurate access credentials or permissions.

Primary Location Address

I verify that the primary service location information provided above is accurate and is not a virtual office, mail drop, P.O. Box, mailbox service, or other address that would fail payer or billing requirements where a compliant physical service location is required.

Pricing Terms

The pricing set forth in the executed Agreement is contingent upon the Client’s adherence to TriumpHealth’s recommended technology platforms, workflows, documentation requirements, and timely cooperation.

Scope of Work Precedence

In the event of any conflict, inconsistency, or discrepancy between the Scope of Work set forth in the executed Service Agreement and information provided in this Billing Client Discovery Form, the terms of the executed Service Agreement shall control and be deemed final and binding.

Please fill and sign below to confirm that all information completed above is true and correct and that you have reviewed and agree with the requirements above.

Client Authorization & Acknowledgment

Signature

✍ Draw Signature
⬆ Upload Signature

Use a mouse, touch screen, or stylus.

Disclaimer: Completion of this form does not guarantee payer approval, claim payment, reimbursement amount, collection outcome, or payer processing time. Documents containing protected health information, personally identifiable information, banking information, or other sensitive data must be uploaded only through the approved secure portal and should not be sent through unsecured email.

Thank You!

Your Billing Client Discovery Form has been submitted successfully.

Your form is currently in review.

Our Billing team will review your information and supporting documentation and contact you if additional information is required.

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