AccuPoint On-boarding Manual

We’re happy to hear that you’re ready to move forward with AccuPoint and join the AccuPoint Family. We’re so excited to begin your on-boarding process! This manual includes user-guides for each on boarding training

For support please submit a ticket: Ticket System Link or call the office and a member of the support team will assist you 646-926-7081

AccuPoint On-Boarding Requirement Documents

  1. Requirement Gathering Documents Overview
  2. Billing Import Sheet
  3. Client Import Sheet
  4. Employee Import Sheet
  5. Requirements Document

On-Boarding Training

  1. Kick Off Call + Site Completion
  2. Initial Training
    1. Initial Practice Assignment
  3. Scheduling Training

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