Cliniceo's Stepwise Onboarding Plan: Excellence in Execution
At Cliniceo™, we pride ourselves on delivering a seamless onboarding experience tailored to each clinic's unique needs. Here’s how we achieve it step by step:
WhatsApp Group Creation
The journey begins with forming a dedicated WhatsApp group comprising the clinic’s stakeholders and Cliniceo’s onboarding team. This ensures constant communication and quick resolution of queries. This group serves as a real-time collaboration hub throughout the onboarding process and beyond.
Gathering Clinic Data
We request and compile all essential clinic data to ensure accurate customization:
• Clinic logo, GSTIN, and address
• Doctor’s registration number
• Employee roles, email IDs, and mobile numbers
• Procedures and rate cards
• Medicine stock and price list
• Existing patient database for smooth migration (if applicable)
• Patient education materials like brochures or videos
Our team takes extra care to assist in organizing and validating this information for seamless integration.
Backend Account Setup and Customization
Cliniceo’s technical team meticulously configures your clinic’s account, ensuring all data is integrated with precision:
• Customizing workflows, forms, and templates
• Aligning features to meet the clinic’s specific needs
• Testing and validating all settings for a flawless launch
Stakeholder Training (Online)
Our expert trainers conduct live online sessions to familiarize stakeholders with Cliniceo’s interface. These sessions cover:
• Scheduling and billing
• Patient record management
• Reporting and analytics tools
• Addressing common queries
We encourage an interactive approach to ensure clarity and confidence.
Practice Sessions with a Demo Account
Before going live, clinics get access to a demo account for hands-on practice. This stage helps stakeholders gain proficiency in managing real-world scenarios, boosting readiness for the actual rollout.
Account Handover to the Super Admin
Once the practice stage is complete, we transfer control to the clinic’s designated Super Admin. The admin gains full access and management rights, with Cliniceo™ offering guidance for future configurations.
Resetting All Passwords
For data security and compliance, all default passwords are reset. This step ensures that only authorized personnel have access, safeguarding the clinic’s sensitive information.
WhatsApp Business Account Integration
We integrate the clinic’s WhatsApp Business account with Cliniceo™. This enables direct communication with patients for appointment reminders, follow-ups, and marketing, enhancing the patient experience.
Going Live: Clinic Operations Begin
The clinic starts using Cliniceo™ for core operations like:
• Appointment scheduling
• Payment collection
• Patient follow-ups
Our system ensures a smooth transition from practice to real-time operations, empowering clinics from day one.
Continuous Support
Even after onboarding, our dedicated WhatsApp group remains active. Cliniceo’s support team is always on standby to address queries or resolve issues instantly. This reflects our commitment to ensuring operational excellence and customer satisfaction.
Why Cliniceo Stands Out
• Tailored Solutions: Every setup is customized to match the clinic’s unique workflow.
• Seamless Communication: Dedicated support channels foster transparent and efficient problem-solving.
• Proactive Training: We empower teams with the confidence and skills they need to excel.
• Ongoing Partnership: Post-onboarding support cements our commitment to your success.
