Treat this as a working checklist. Most practices can finish it in 2–3 hours over the first week. Admins should own this; billing staff can help with the steps marked “all users”.
Day 1 — Account basics
- Admin creates the practice account at app.denialbase.com/signup
- Admin verifies email and enables 2FA — passkeys recommended
- Admin completes the onboarding wizard (practice profile, first payer)
- Admin enables organization-wide 2FA policy (Two-factor auth →)
- Admin reviews Trust Center and (if a covered entity) requests a BAA
Day 2 — Team setup
- Admin invites billing staff and providers (Team management →)
- All users accept their invites, enroll 2FA, and sign in
- Admin assigns roles and queue assignments
- Admin grants any delegated signing permissions
Day 3 — Settings & integrations
- Add all providers (NPIs, specialties, supervising relationships) under Settings → Providers
- Add all active payers under Settings → Payers
- Configure notification preferences (email / Slack / in-app) per role
- Connect your EHR via FHIR if applicable (EHR integration →)
- Configure scan-to-email forwarding address in your scanner/fax-to-email system
Day 4 — First real uploads
- Upload a batch of historical denials (last 30 days) to see the AI on real data
- Review classifications; adjust any misclassifications to tune the model to your practice
- Check any low-confidence denials in the HITL review inbox
- Walk through one end-to-end appeal with your team as a live training
Day 5 — Reporting & tracking
- Review your practice’s baseline dashboard: denial rate, overturn rate, top denial types
- Set up a weekly email digest
- (Slack users) Route alerts to a shared channel
Day 6 — Compliance
- Admin reviews the audit log — confirm PHI access is being recorded as expected (Audit logs →)
- Admin exports a sample audit log for the last 7 days and archives it
- Admin configures session timeout policy to match the practice’s security requirements
- Admin documents the offboarding procedure in your internal wiki
Day 7 — Review
- Quick sync with the team: what’s working, what’s friction
- File a support ticket or email support@denialbase.com for any issues
- Schedule a 30-day check-in with your team to review overturn rates and workflow
Going further
SSO / SAML
If you use Okta, Azure AD, or Google Workspace.
Webhooks
Programmatic notifications for custom workflows.
Insurer-specific tips
Payer playbooks — Kaiser, UHC, and more.
API integration
For EHR developers and custom integrations.