The Onboarding & Training Call is a key milestone in the customer journey, taking place once a user has progressed from Demo → Trial → Subscription.
This call makes sure your practice is;
Fully set up,
Going to get maximum value,
Confident using it before going live.
Your subscription (ending the Trial) is turned on at the end of the call.
The call is scheduled for 90 minutes, but can be made shorter at the Practices' preference.
It contains:
Checks that everything in your Practice is set up correctly to use PRO
Recalls List
Practice Wide Optimisations
Ensuring all the Settings pages are complete and accurate, for
Practice Profile
Manage Staff
Clinical Integration
Messaging
Addressing any unknowns or grey areas in knowledge or expectations
Ensuring all relevant staff have been invited, access to training and been appropriately communicated with of how and why to use Practice Toolkit to minimise any change related stresses
Reviewing access to Help, Support, Training and feedback opportunities
Explore wider network opportunities to
be a case study to help other Practices
benefit from our referral scheme
interest in having early access to new features and be part of shaping them
How you Book it:
Navigate to Settings, then Subscriptions.
Click on the blue 'View Subscribing Information' button in the middle
Stage 1 relates to Costs & Value.
These are listed based on your Patient List size.
FAQs are show below, or reach out to the support team (bottom right widget) if you have a question not answered.
You must click the checkbox in the blue section then 'Next' to continue.
Stage 2 relates to Terms & Conditions.
We don't like small print so we've made it really simple.
Click the Terms & Conditions Link to review the full document
You must click both checkboxes then 'Next' to continue
Stage 3 is to book a date for the onboarding call
NOTE: the Date selected will also be the Subscription Start date for invoicing.
Select a suitable date for you, then a time, then next
Confirm your details, scroll down and click 'Schedule Event'
You'll receive a meeting link by email, which you're welcome to forward on to any other staff members is you wish.
What Next - Invoices
Booking the Onboarding Call will trigger invoices to be generated based on the Onboarding Call Date as the Start date for subscriptions.
This will contain:
Onboarding Fee
Subscription Fees for the part month to cover Onboarding date to the end of that month
Subscription Fees for the first quarter.
The Invoicing MUST be paid prior to the Onboarding Call or you risk not having subscription activated.