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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