What the Onboarding Dashboard Provides
The onboarding dashboard is your home base during the setup period. It’s intentionally limited to keep the focus on the tasks that need to happen before go-live. From the onboarding dashboard, you can:- View and track your onboarding progress
- Access organization settings (practice info, identifiers, billing defaults)
- Access facility settings (locations, schedules, provider assignments)
- Create and manage user accounts
- Deliver credentials for your current EMR (for data migration)
- Review migrated data as it becomes available
- Access training materials and resources
What’s Not Available During Onboarding
Certain features are locked until your account transitions to full production at go-live. This is by design. These features depend on having your configuration complete and your data migrated before they’re useful. If you see something you expect to have access to but don’t, check with your onboarding lead before assuming something is wrong. It may be intentionally locked until a later onboarding phase.Navigating the Dashboard
Setup Tasks Overview
The onboarding dashboard guides you through the configuration tasks that need to happen before go-live. These tasks are covered in detail in the pages that follow, but here’s the high-level sequence: 1. Set up your organization Configure your practice-level information: practice name, identifiers (NPI, Tax ID), and billing defaults. This is the foundation that everything else builds on. Setting Up Your Organization 2. Configure your facilities Add your practice locations, set operating hours, and assign providers to facilities. Multi-location practices will repeat this for each site. Configuring Your Facilities 3. Add users and roles Create accounts for your staff and assign role-appropriate permissions so each team member has access to what they need. Adding Users and Roles 4. Review migrated data Once the onboarding team completes your data migration, verify that patient demographics, insurance details, and referrer information transferred accurately. Migrating Your Data 5. Go live When configuration is complete, data is verified, and training is done, your account transitions to full production. Going Live Your onboarding lead will walk you through this sequence and coordinate timing. You don’t need to figure out the order or dependencies on your own.Credential Delivery
One of the first things you’ll do in the Onboarding Dashboard is provide login credentials to your current EMR. The onboarding team uses these to log into your existing system and extract your patient, payer, and referrer data. See Migrating Your Data for full details on what transfers and how the migration process works.Getting Help During Onboarding
During the onboarding period, your primary support contact is your onboarding lead. If you have questions about the dashboard, your setup tasks, or anything else during this phase, reach out to them directly.Next step:
- Setting Up Your Organization — Configure your practice-level information.