When you first sign up with Apex EDI, you will go through the process of setting up your computer with our Apex software, as well as shown how to send claims and navigate through our website. The agents that handle this are our Onboarding Specialists. They are trained in ensuring that your system is set up correctly and helping you acclimate to Apex EDI.
While onboarding, you will be in the care of this team for up to 4 months. They will help with any questions or issues you might have and create a foundation for you while using Apex EDI. Once your 4 month onboarding process is completed, your support will then come from our tiered Customer Success Specialists. To learn more, click here.
If I'm Adding Another Client ID, Will I Need to go Through Onboarding Again?
If you have an active client ID and need to create a second one, you won't have to go through the full onboarding process! Our Onboarding Team will be happy to help ensure that your connection to this new ID is set up properly, but you won't have to continue going through the onboarding process.
Once everything is set up correctly, you can then go directly to our Tiered Customer Success Specialists for assistance.