01
Confirm the scope
Agree on the target account population, source systems, and minimum data needed for the first recovery workflow.
Implementation details
From existing export to recurring production.
A detailed implementation path for revenue-cycle, IT, security, and operating teams. Start with the minimum necessary data for the approved recovery workflow.
02
Map the file layout
Match the existing export to stable headers, identifiers, dates, amounts, and row grain.
03
Set up secure delivery
Establish the approved SFTP route, SSH-key access, test folders, and operational contacts.
04
Send one test package
Use synthetic, de-identified, or limited approved test data with the final production column structure.
05
Validate together
Check row counts, headers, date and amount formats, join keys, duplicates, and completeness.
06
Approve production
Confirm cadence, delivery window, support contacts, retention expectations, and escalation path.
07
Go live
Begin the agreed recurring daily or weekly production delivery.
08
Stabilize
Review the first 2–4 production cycles for completeness, row-count variance, join quality, and workflow issues.
Operating details
Format
CSV or pipe-delimited
Transfer
Secure SFTP + SSH key
Testing
Representative test package
Cadence
Daily or weekly
Not every accepted data element is required to begin.
Implementation scope should distinguish core, recommended, optional, and sensitive-optional fields and use the minimum necessary data for the approved workflow.
Before another account crosses the write-off line
Find out what may still be recoverable.
Review your current bad-debt workflow and a representative account population with Advocait.