Getting Started

Welcome to [Ai]levate's Revenue Recovery platform! This guide will walk you through the essential steps to get your organization up and running with our innovative revenue cycle management solution. Whether you're deploying via our SaaS option or choosing an on-premises installation, you'll find comprehensive information about system requirements, accessing the platform, initial setup, and user management.

Deployment Overview

Our platform offers two deployment models to align with your organization's infrastructure strategy and operational preferences:

SaaS Deployment

• Fully managed by [Ai]levate in Azure
• Dedicated compute and storage per customer
• Minimal operational overhead
• Customer only manages Relay Service for EHR connectivity

On-Premises Deployment

• Customer manages infrastructure components
• Self-hosted Elasticsearch datastore and AI Warehouse
• [Ai]levate manages Cloud Services Layer
• Greater control over data and compute resources

Both models use the same secure Relay Service to connect your EHR system without requiring inbound firewall rules.

Implementation Guide

This section provides step-by-step guidance organized into five essential areas:

1. System Requirements

Before beginning your deployment, verify your environment meets our technical prerequisites:

• Hardware specifications for Tenstorrent AI Warehouse (on-premises)
• Relay Service VM requirements
• Network connectivity and security requirements
• Infrastructure considerations for high availability

Learn more about System Requirements →

2. Platform Access

Understand how to securely access your Revenue Recovery instance:

• Custom subdomain configuration (yourorg.ailevate.com)
• Microsoft Entra ID integration (formerly Azure AD)
• Magic Link email authentication
• Access troubleshooting

Learn more about Accessing the Platform →

3. First-Time Login

Step-by-step guidance for your initial platform access:

• Welcome email and activation process
• Authentication method setup
• Multi-factor authentication configuration
• Terms of service acceptance

Learn more about First-Time Login →

4. Initial Onboarding

Configure your environment and prepare for first use:

• For On-Premises: Datastore configuration and validation
• Environment setup and configuration
• EHR system integration
• Initial organization setup

Learn more about Initial Onboarding →

5. User Management

Set up and manage user access effectively:

• Role-based access control
• Permission management
• User invitation process
• Security best practices

Learn more about User Roles and Permissions →

Typical Implementation Timeline

1. Pre-deployment

   • Review system requirements
   • Prepare infrastructure (if on-premises)
   • Configure network access

2. Initial Setup

   • Complete datastore setup (on-premises only)
   • Configure authentication
   • Complete first-time login

3. Environment Configuration

   • Set up EHR integration
   • Configure workflows
   • Validate data flow

4. User Onboarding

   • Define user roles
   • Invite team members
   • Conduct initial training

Security and Compliance

The Revenue Recovery platform follows a "secure by design" approach with:

• AES-256 encryption for all data (in transit and at rest)
• Bring Your Own Key (BYOK) support via Azure Key Vault
• Single-tenant isolation
• HIPAA compliance support

Getting Help

Our support team is available to assist you throughout the implementation process:

• Technical Support: [email protected]
• Documentation: https://docs.ailevate.com
• Knowledge Base: https://help.ailevate.com

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Success Tip For the smoothest implementation experience, we recommend reviewing the System Requirements page before beginning your deployment. This ensures you have all necessary prerequisites in place.