Approximately 6 weeksDuring your implementation you will work with the Client Services Team, to build a roadmap to accomplish both your immediate and long-term goals. Our Client Services Team will help hold your team accountable to achieving your objectives and offer best practices to support your team build your MYP platform.
Client Services Team dedicated to your organisation
Roadmap developed to accomplish short & long term goals
Best practice information, industry insights & templates provided
The implementation plan
Phase 1
Initiate & Understand
The first phase of your rollout covers access to system and administrative tasks such as setting expectations and booking key dates.
| Week 1 |  What we cover |  Your tasks |
|---|---|---|
| System set-up session | 90 minute session with your MYP Champion & Project team. Show you an overview, how to access & configure your system. | • Set up your branding • Add your project team • Book in for your live training sessions |
| System configurations | We will send you a series of forms to complete with how you would like your platform configured. | Complete the forms & raise the ticket. We will do the work & let you know when completed. |
Resources
myHelp
Phase 2
Plan & Prepare
The second phase of your rollout is planning and managing base data.
| Week 2 – 3 | What we cover | Your tasks |
|---|---|---|
| Data management session | 60 minute session | Complete the CSV file & raise the ticket. We will do the work & let you know when completed. |
Resources
- Data Management PowerPoint Slides
- Sample Import CSV File
- Data Management Import Guide
- Sample Service Agreement Template
- ARM Project Template Task Import – Plan Management Project
- ARM Project Template Task Import – Client Onboarding Project
- ARM Opportunity Template
Phase 3
Train & Adopt
In this phase, you are going to book in and complete all your live training (see the recommended order below). This training will give you a clear understanding of how the MYP platform works and will give step by step items to action. We will then move to 1:1 sessions with you based on standard work flows for Plan Managers. These sessions are booked in advance to help you plan out your implementation.
| Weeks 4 – 5 | What we cover | Your tasks |
|---|---|---|
| Introduction for Plan Managers | 60 minute session reviewing client management including, engagements, schedules of support and service agreements | Finalise your client management processes |
| Workflows for Plan Managers | 60 minute session reviewing invoice and claim management | Begin processing claims |
| API session | 45 minute session setting up API for HICAPS and your accounting software | Finalise your API links |
| Heath check call | A call to see how your implementation is progressing. Prepare any questions in advance! |
Recommended Live Training Sessions
- Getting started with your CRM
- Getting started for Plan Managers
- Best practice for Plan Managers
24/7 Training Resources
Phase 4
Consolidate & Review
The fourth phase of your implementation is a review of your system and processes. This happens after you have finished your testing. An action plan is created in this session for any outstanding items.
| Week 6 | What we cover | Your tasks |
|---|---|---|
| Final review session | Full review of your system & opportunity for Q+A | After the session, complete your action plan |
After Implementation
The final phase is a transition from implementation to business as usual and time to celebrate.
- Network engagement through our product workshop
- Testimonial and referral request
- Ongoing support through our support system and best practise training sessions
- Opportunity for tailored training
