STEP 1: Data Usage Agreement

Health Endeavors requires a submitted Data Usage Agreement before we can move forward with account setup. 

• Data Use Agreement Instructions

• Sample Data Usage Agreement 

  • Click Sample Data Usage Agreement for a link to an unsigned sample.

  • Request a Signed Agreement from your Health Endeavors Account Manager.

STEP 2: Company Account Setup

Please send the following information to your designated Health Endeavors Account Manager.

• Fill out the Client Intake Form with the following information:

  • CMS ACO Number

  • ACO Legal Business Name

  • ACO Address, City, State, Zip

  • ACO Start Date

  • Patient Assignment Type

  • ACO Track

  • Security Official Name(s), Phone Number(s) and Email(s)

  • List of ACO Participants (Hospitals,clinics, etc.) and Contact Information

STEP 3: Secure Data Transfer

There are 2 initial options for transferring data to Health Endeavors.

1. MFT File Access (Preferred)

   1. Health Endeavors can be granted access to your MFT portal. 

   2. Click Here for instructions on how to set up access permissions.

2. SFTP Connection Setup

   1. Download the SFTP Connection Worksheet

   2. Return the completed form to your Health Endeavors Account Manager

STEP 4: Data Specifications and Requirements

There are some required files that Health Endeavors needs to get started processing your data.

• Review the list of Required Files.

• Send this list of files to Health Endeavors using the option chosen in the previous step.

STEP 5: Security Official Training

Next we will want to set up the account(s) for Security Official(s). They will be the main point of contact for Health Endeavors. The Security Official(s) will have the primary Health Endeavors account(s). They will be responsible for creating accounts for other members of the team, assigning roles, and organizing the initial management set up.

• Use the following guides to learn more about the features available to Security Officials:

  • My Team- add team members and grant permissions.

  • Submit a Request - become familiar with our secure ticketing system.

  • TIN/NPI Management Center - Define in-network.

  • QM Import Chart - Choose the order of importance for each type of import.

  • Scorecard Configuration - Decide what information is displayed on your Provider Scorecard. 

STEP 6: Continuing Training

Save the following links for use by yourself and your team to learn how to use Health Endeavors tools.

• Click Here to be directed to training designed for:

  • Quality Reporting

  • Analytics