Medio - Onboarding

#1 Kick-off meeting
  • Introduction and discussion of the set-up process
  • Designation of operational contact and presentation of tasks related to admin rights
  • Partner specific needs assessment
    • Number of sites
    • Operational Specificities
    • Previous experience with pre-registration
  • Requesting medical system access (if HIS integration is planned) 
  • Presentation of the services upload table, discussion of related tasks

 

Prepare with:

  • Rethinking operational specificities
  • Collecting past experiences, problems 
  • Share HIS contact details
  • Collect contact details of people responsible within the organisation (marketing, web)
#2 Setting up the appointment booking system
  • Creating doctors/specialists
    • Setting up profiles
    • Filling out descriptions and other doctor parameters
    • Setting up consultation hours
  • Uploading bookable items 
    • Consulting and uploading the filled-out service table 
  • Designing the patient interface
    • Finalizing institutional settings
  • Completing booking settings
    • Availability of certain examinations
    • Payment methods
    • Content of confirmation email
    • Custom settings according to unique needs
  • Completing notification settings
    • Notification emails
    • SMS, reminder emails
    • Doctor notifications
    • Mobile app settings

 

Prepare for the following:

  • Providing doctor profile data
  • Providing logo/design elements
  • Considering the examinations and their settings
  • Considering notification settings
#3 Testing
  • Checking settings
  • Checking the correctness of appointments
  • Test booking and cancellation
  • Checking data connection in case of a medical system data connection
    • Test booking and cancellation
    • Synchronization of patient data



Prepare for the following:

  • Delegated time when you have access to the medical system and can check the data created there. 
#4 Education and training
  • Grouping future system users:
    • Admin users
    • Reception/customer service
    • Doctor/specialist 
  • Thematic online education for each party separately
  • Granting rights and access 
  • See details HERE 

 

Prepare for the following:

  • Contact information of system users
  • Considering rights
#5 Activation
  • Handover of Booking and Telemedicine system
  • Sending the activation protocol for the used/activated modules
  • Providing consultancy and informative document for the correct web presence
  • 30 days of premium support for confident usage
  • Marketing settings (Google Tagmanager ID, GTM Ecommerce flow)

 

Prepare for the following:

  • Web and/or marketing contact information
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