Unified Solutions

Go-live checklist

Everything you need to set up before you start billing real claims, with a link to the full walkthrough for each step.

Updated Oct 3, 2026
Introduction
4m 55s
Before you start: You need administrator access to see Settings in the menu. Work through the steps in order; later steps depend on earlier ones. Skipping a step can cause claims to be rejected or delayed.

The Agencies page under Settings with the Add Agency button, where the go-live setup begins.

After going live

Keep an eye on the QA work queue for the first few days. If the same flag appears on many claims, it usually means a setting needs adjusting, like a missing fee schedule or an incomplete payer record.

Go Live checklist

  1. 1

    Create your agency

    • From the menu, click Settings, then Agencies, then Add Agency.
    • Enter the agency name, address, and tax information, plus the first location's NPI and taxonomy. This information appears on every claim you send.
    • See Managing agencies for the full walkthrough.
    Adding your first agency
  2. 2

    Add your payers

    • In Settings, open Payers and add the insurance companies you bill most often. Start with your top five or ten; you can add more later.
    • Include each payer's name, address, and payer ID so claims route correctly.
    • See Managing payers for details.
    The master payer list
  3. 3

    Add locations and fee schedules

    • Your first location was created with the agency. Add more stations or bases from the agency's Overview tab.
    • Set base rates and mileage rates for each location. These fill in automatically when you create a claim.
    • See Agency locations and fees for details.
    Fee schedules and payer enrollment
  4. 4

    Record crew credentials

    • Open your agency under Settings, then Agencies, and use the Credentialing tab to record license numbers and expiration dates for your crew, so you can renew them before they lapse.
    • See Crew credentials for details.
    Credentialing and integrations
  5. 5

    Set up quality audit checks

    • On the agency's Quality Audit tab, review the automatic checks and add rules for the mistakes your agency wants to catch before claims go out.
    • See Quality audit configuration and QA rules for details.
    Quality Audit settings
  6. 6

    Build your ICD favorites list

    • Go to Settings, then ICD Favorites, and add the diagnosis codes your agency uses most often. This speeds up coding on every claim.
    • You can also download the CSV template and upload codes in bulk.
    • See ICD favorites for details.
    ICD-10 favorites
  7. 7

    Give your team access

    • Every biller needs a Unified Solutions account first; accounts are managed in Unified, not in Billing.
    • Then, in Settings, open User Access and give each person Read only or Read & Write access to the agencies they will work.
    • See User access levels and Signing in for details.
  8. 8

    Build a practice claim

    • Create a test claim with made-up patient information and walk it through every section of the claim form.
    • Run validation and check the QA flags, then stop before transmitting. Download the claim file or the CMS-1500 and look it over instead, so nothing made-up ever reaches a payer.
    • Delete the test claim when you are done.
    • See Creating a manual claim, Claim validation, and CMS-1500 paper claims for details.
  9. 9

    Decide how claims will reach your clearinghouse

    • If your agency has a direct connection, clicking Transmit on the Claims page sends each batch for you.
    • If not, click Transmit, then download the claim file from the EDI Exports page and upload it to your clearinghouse portal by hand, or print CMS-1500 paper claims for payers that want paper.
    • See Transmitting claims, The EDI Exports page, and CMS-1500 paper claims for details.