A. Initial Meeting
During the initial meeting, general expectations from the client and ITO are established.  Capacity and volume in terms of lines are set. Turn-around time requirement, feedback system, meetings and correspondences are also specified,The ramp-up schedule to complete operations is also settled.

B. Technical Meeting
The client identifies the technical specifications, internet connection requirements, and installations of software (client-server, internet-based or desktop-only server).
If the client has a preferred application, the client is expected to provide all the necessary technology training and reference materials.

C. Team Set-up
An account manager is assigned to the account. The account manager pools the client aligned team of medical transcriptionists and all other personnel that will function as the first round of team members. The team is dedicated to cater to client’s specialty and requirements. These members shall serve as the starting team of the account and shall stay with the account for the duration of the agreement.

D. Trial Period
A trial period is provided to the client to ensure that the standards agreed upon are met. Actual operations take place. During this time, the client actively gives feedback and points out areas for improvement. Regular meetings with the Account Manager, QA Heads and Medical transcriptionists are set.

The client’s preferred method of data transmission is also tested using sample reports and document files. From these samples, ITO develops the appropriate protocols. .

          III.Concluding Stage

A. Contract Signing
During the trial, the Transcription Service Agreement details are established. This includes the details on the live transcription schedules, turnaround times, feedback mechanisms, package customizations, service charges, payment schemes, and other specific stipulations. ITO listens to and integrates client requests before contract signing.

B. Roll-out Planning and Implementation
It is at this stage that the volume expectations are discussed from the side of the client and the side of ITO. Milestones are set on a month-to-month basis on whom to hire (OJTs, MBs, QA1, QA2, QA3, Recruitment Officers, Training Officers, etc.) and when to hire.
Once the hiring requirements are set, ITO presents to the client the strategies and action plans that are intended to enable ITO to meet these milestones. It is at this point that ITO agrees on support specifics expected from the client.

C. Customer Satisfaction
With the understanding that customer satisfaction is our primary concern, we conduct periodic meetings between managers and QA officers to monitor the overall progress of the business relationship; according to the milestones previously set. During these meetings, the QA officers report on the consistency of team quality along with the resources needed to rectify whatever problems were encountered in the past week. The results of these weekly volume and quality updates are presented to the operations manager and the client to insure that everyone is on the same page.