Assisted onboarding

We map your current process, plan the data import, and configure roles and compliance evidence with you before go-live.

Your progress checklist

Step 1Discovery call to map your current systems, sites, and reporting needs.
Step 2Data migration plan for participants, staff, credentials, and historical claims.
Step 3Role and permission design, plus compliance evidence configuration.
Step 4Staged rollout starting with invoicing and progress notes, with a review after each stage.

Progress is saved on this device only.