Welcome to FlowPod! This guide will walk you through everything you need to know to get started with our platform, from initial setup to your first automated workflow.

Before You Begin

Before starting your FlowPod implementation, ensure you have the following:

  • Account Access: Your FlowPod account credentials from your implementation manager.
  • EHR Information: Details about your EHR system for integration setup.
  • Workflow Documentation: A clear understanding of the processes you want to automate.
  • Stakeholder Buy-In: Support from leadership and the teams who will use the system.

Implementation Overview

FlowPod implementation typically follows this timeline:

Phase Duration Activities
Discovery 1-2 weeks Workflow mapping, requirements gathering
Configuration 2-3 weeks System setup, EHR integration, rule configuration
Testing 1-2 weeks User acceptance testing, refinement
Training 1 week Staff training, documentation
Go-Live Ongoing Launch, monitoring, optimization

Step 1: Configure Your Pods

FlowPod's modular architecture lets you activate the Pods you need:

Intake Pod

Configure document sources (fax, email, portal), set up document classification rules, and define data extraction fields.

Authorization Pod

Set up payer connections, configure authorization rules, and define escalation workflows.

Scheduling Pod

Connect provider calendars, set scheduling rules, and configure patient communication templates.

Billing Pod

Configure charge capture rules, set up claim submission workflows, and define denial management processes.

Step 2: Set Up Integrations

FlowPod integrates with your existing systems:

  1. EHR Integration: Connect to Epic, Cerner, or other EHR systems.
  2. Fax Integration: Set up electronic fax capture.
  3. Email Integration: Configure email document capture.
  4. Payer Portals: Connect to insurance company systems.

Step 3: Define Your Workflows

Use FlowPod's workflow builder to define how work moves through your organization:

  • Define routing rules based on document type, payer, or other criteria
  • Set up exception handling for cases requiring human review
  • Configure notifications and escalations
  • Create dashboards for monitoring and reporting
"The best implementations start small and expand. Don't try to automate everything at once-pick your highest-impact workflow and nail it first."

Step 4: Train Your Team

Successful adoption requires proper training:

  • Administrator Training: System configuration and management.
  • User Training: Day-to-day workflow and exception handling.
  • Executive Training: Dashboard and reporting overview.

Getting Help

FlowPod provides comprehensive support:

  • Implementation Manager: Your dedicated guide through setup.
  • Support Team: Available for technical questions.
  • Knowledge Base: Self-service documentation and tutorials.
  • Community: Connect with other FlowPod users.

Conclusion

Getting started with FlowPod is straightforward with the right preparation and support. Follow this guide, work closely with your implementation manager, and you'll be automating workflows in no time.