Client Onboarding Guide

Everything you need to know to complete your MCG onboarding application.

Quick Navigation

Overview

The MCG Client Onboarding Portal is a guided, six-step process that collects all the information needed to set up your organization as a new Medical Collection Group client.

Company Details

Organization information

Primary Contact

Main point of contact

Services

Choose MCG services

Billing

Invoice preferences

Facilities

Location details

Review & Submit

Confirm and send

After submission: The MCG Client Services team will review your application and contact you within 1-2 business days.

Getting Started

Accessing the Onboarding Portal
  1. Log in to the MCG website using the credentials or secure link provided to you.
  2. After logging in, you will be directed to the Landing Page.
  3. Locate the MCG New Client Onboarding card and click the button to begin.
Returning users: If you have previously started an onboarding submission, your prior data will be loaded automatically so you can update and resubmit.
Session and Saving
  • Your progress is saved in your session as you move through each step.
  • You can navigate back to previous steps using the Back buttons without losing data.
  • Your session will remain active for up to 2 hours. If it expires, you will need to log in again.
  • Data is not permanently saved until you complete the final submission in Step 6.
Progress Indicator

A progress bar at the top of every step shows your current position:

Company
Contact
3
Services
4
Billing
5
Facilities
6
Review

Completed steps show a green checkmark. Active step is highlighted in blue.

Step 1: Company Information

Purpose: Provide basic details about your organization.

Fields
Field Required Description
Company Name (DBA) Yes Your company's "doing business as" name
Legal Company Name No The full legal entity name, if different from DBA
Street Address 1 & 2 No Primary street address, suite, floor, building
City, State, Zip No City, state (dropdown), and ZIP code
Main Phone Number No Company's main phone number
Tip: If your company was already on file, some fields may be pre-populated from existing records. The address entered here will serve as the default for billing and contact addresses in later steps.

Step 2: Main Contact Information

Purpose: Identify the primary point of contact for your organization.

Fields
Field Required Description
First Name Yes Contact's first name
Last Name Yes Contact's last name
Title No Job title (e.g., Administrator, Office Manager)
Email Address Yes Must be a valid email format
Phone Number No Direct phone number
Different Contact Address

If the main contact's mailing address is different from the company address:

  1. Check the box labeled "Contact address is different from company address"
  2. A new set of address fields will appear
  3. Fill in the contact's separate address

If the box is left unchecked, the company address from Step 1 is used.

Step 3: Services Selection

Purpose: Choose which MCG services your organization would like to enroll in.

How It Works
  • All active MCG services are displayed as a grid of checkboxes.
  • Click on a service to select it. A running count shows selected services (e.g., "3 service(s) selected").
  • Service descriptions may be displayed below the selection grid for reference.
Requirement: At least one service must be selected to continue. An error message will appear if you attempt to proceed without selecting any services.
Additional Controls

Clear All: Resets all selections so you can start over.

Step 4: Billing Preferences

Purpose: Define how you would like to be invoiced and provide a billing address.

Invoice Preference

Select one of the following options:

By Company

A single consolidated invoice is sent to the company

By Facility

Separate invoices are sent for each individual facility

Click on the corresponding card to make your selection. The selected option will be highlighted.

Billing Address
  • By default, a checkbox "Same as company address" is available.
  • When checked, the billing address fields are automatically populated from Step 1.
  • To enter a different billing address, uncheck the box and fill in the address fields.
Number of Facilities
Field Required Details
Number of Facilities Yes Must be a number between 1 and 100. Defaults to 1. This determines how many facilities you'll enter in Step 5.

Step 5: Facility Information

Purpose: Enter details for each facility and its Business Office Manager (BOM).

This step repeats for each facility based on the number you entered in Step 4. For example, if you entered 3 facilities, you will complete this form three times.
Progress Tracking
  • An alert at the top shows: "Enter Facility X of Y"
  • A progress bar fills as you complete each facility
  • A table lists all facilities you have already entered
Facility Details
Field Required Description
Facility Name Yes Name of the facility
Facility Phone No Facility's phone number
Address Fields No Street address, city, state, ZIP
Business Office Manager (BOM)

Each facility requires a designated Business Office Manager:

Field Required Description
First Name Yes BOM's first name
Last Name Yes BOM's last name
Title No Defaults to "Business Office Manager"
Email Yes Must be a valid email address
Phone No BOM's direct phone number
Different BOM Address

If the BOM's address differs from the facility address, check the box "Business Office Manager address is different from facility address" and fill in the separate address fields.

Navigation Controls
  • Save & Add Facility #X - Saves the current facility and moves to the next one
  • Continue to Review - Appears when entering the final facility
  • Re-enter Previous - Removes the last facility entry so you can re-enter it
Tip: The first facility may be pre-populated if your organization already has a facility on record with MCG.

Step 6: Review and Submit

Purpose: Review all information before final submission.

Review Sections

The review page displays all data you have entered, organized into cards:

Company Information
Main Contact
Selected Services
Billing Preferences
Facilities

Each section has an Edit button that takes you back to the corresponding step to make changes.

Confirmation Checkboxes

Before submitting, you must check both of the following:

Links to the Terms and Privacy Policy documents open in new browser tabs.

Important: Both checkboxes are required. The Submit button will not process your submission unless both are checked.
After Submission

Upon successful submission:

  • A confirmation page is displayed with a green checkmark and "Thank You" message.
  • An email notification is sent to the MCG Client Services team.
  • Your onboarding session data is cleared.
  • The MCG team will review your submission and contact you within 1-2 business days.

Frequently Asked Questions

Your data is saved in your browser session as you complete each step. However, the session expires after 2 hours of inactivity. If your session expires, you will need to log in again and re-enter the information. Data is only permanently saved when you complete the final submission in Step 6.

If you have a previous submission on file, the system will detect it and load your existing data. You can update any information and resubmit. The updated submission will replace your previous one.

Yes. Log back in and navigate to the onboarding portal. Your previous submission will be loaded, and you can make changes and resubmit. The MCG team will review the most recent submission.

You can go back to Step 4 to change the number of facilities at any time before final submission. Adjusting the number will reset the facility entries in Step 5, and you will need to re-enter them.

The MCG Client Services team receives an email notification with your company name, main contact details, and facility count. They will review the full submission in the administrative system.

If an error occurs during submission, an error message will be displayed on the page. Your data is preserved in your session, so you can try submitting again. If the problem persists, contact MCG Client Services for assistance.

Quick Reference: Required Fields by Step

Step Required Fields
1 Company Company Name (DBA)
2 Contact First Name, Last Name, Email
3 Services At least one service selected
4 Billing Invoice Preference, Number of Facilities
5 Facilities Facility Name, BOM First Name, BOM Last Name, BOM Email (per facility)
6 Review Both confirmation checkboxes

Need Help?

If you need assistance during the onboarding process, contact MCG Client Services:

Email clientservices@medicalcollections.com
Phone 1-800-319-7811