How healthtech teams onboard a new practice with AI agents
Customer teams set up every new practice from the same checklist, with accounts prepared, training booked and the welcome pack drafted, and a person approving the go-live.
Challenge
Every new practice is a project: users to create, sites to configure, training to book, a welcome pack to write. With a dozen onboardings in flight, steps get missed, the practice waits, and the implementation team spends its week on admin instead of on the practices that need help.
Solution
When an order is signed, a cloud agent builds the rollout checklist from your playbook, prepares the user accounts in your admin tools, offers training slots from the team calendar, and drafts the welcome pack for the practice manager. It tracks what is done and chases what is not. The implementation lead approves the go-live and sends the welcome.
Result
Every practice onboarded the same way, nothing missed, and the implementation team back on the practices that need a person. Patient data is never in scope.
What the agent does
Onboard Riverside Medical Group, 14 sites. Build the rollout checklist, Prepare the user accounts, Schedule the training sessions, Draft the welcome pack, Clinical record, Approve the go-live. Approved by Oliver, Implementation.