CM Checklist For Onboarding New Healthcare Clients CM Information Full Name Your Email Your phone number Company Information Is this an MSP? Y N What is the name of the MSP? What is the name of the VMS? What is the MSP/VMS fee? What is the name of the end client we are placing providers at? Location(s) What is their business? Size # of beds # of employees # of contractors What roles are they asking us to help them with How many positions would they like us to fill / revenue forecast Clinical Y N Non Clinical Y N Allied Health Y N Contract What is the average length of each contract What % of the time do these contracts get extended What % of the time do these get converted to perm/direct hires Type Are these Per Diem Y N Are these Local Y N Are these Travel Nurses Y N Are these Locum Tenens Y N Insurance/Certifications/Compliance/Credentialing Do they have a vendor agreement they can send us to review/sign Y N What are their Insurance requirements Do we need any special licenses Y N Do we need to be JCAHO Certified (Joint Commission) Y N What are their credentialing requirements Do we need to W2 all our Providers or can we also do 1099 where applicable and eligible What is their interview process Orientation hours (paid/unpaid) Perm Please validate they do their own credentialing for all direct hires What is their fee structure: (must be a minimum of 20% of salary) What is their interview process for perm