What does H360 onboarding involve?
The proposed onboarding process covers clinic details, doctor and staff configuration, approved fees and catalogues, prescription templates, supported print layouts, training and a checked go-live. Exact services, schedule, existing-data work and ongoing support depend on the written scope agreed with the clinic.
Prepare a short picture of your clinic.
List the people, sessions, repeated tasks, devices and printers involved in a typical day. The discovery sheet helps bring those operational details together.
Download the clinic-discovery sheet
Approve the details before configuration.
Clinic and doctor information, availability, fees, catalogues, reusable text and Rx groups need the clinic’s approval. Check the intended prescription and receipt output on the actual printer.
- 01
Account and action access for the intended staff.
- 02
Approved fees, services and reusable documentation.
- 03
Paper size, clinic header and supported print layout.
Practise. Check. Hand over.
Each phase has a tangible outcome. Explore the sample implementation checklist and identify who participates.
Practise by role
- Reception creates a synthetic appointment and updates its queue.
- The doctor opens history, adapts an Rx group and reviews the copy.
- Billing checks charges, methods and an ordinary exception.
A role-by-role practice record.
Arrange the help your team needs.
Discuss support channels, staffed hours, languages, remote or on-site assistance and escalation with the provider. Record the service selected for your clinic in the proposal.
How long will onboarding take?
The schedule depends on configuration, staff readiness and any existing-data work. Agree the sequence after reviewing those requirements.
Can we bring existing records?
Begin with a source inventory and an assessment of formats, identifiers and document links.
Will reception be trained?
Include patient intake, appointment and queue tasks in the training scope for the people using them.
Plan a considered start.
Call 8464000888 to discuss your priorities.