Experience a tailored walkthrough of our solution and find out how it fits your workflow perfectly.
Contact Us
- +1 (346) 772 7281
- contact@digitalpatientchart.com
- 17350 State Highway 249, Ste 220 Houston Texas 77064
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Effortless Onboarding for a Seamless Start
Make the transition to Digital Patient Chart simple, secure, and efficient. Our dedicated onboarding process ensures your practice is up and running quickly—minimizing disruption, maximizing productivity, and supporting your specific workflows from day one.
Personalized Setup Consultation
Our specialists work with you to configure system settings tailored to your unique practice requirements.
Data Migration & Security Review
We securely transfer patient records and verify data integrity, maintaining full compliance and confidentiality.
Staff Training Sessions
Comprehensive in-person or remote training for your team to ensure confidence in daily platform use.
Customized Workflow Optimization
We adapt templates, features, and workflows to your specialty needs and best practices.
Ongoing Support & Troubleshooting
Benefit from responsive, expert support throughout your onboarding and beyond.
Your Step-by-Step Onboarding Journey
Kickoff Meeting
Introduction to your dedicated onboarding manager and alignment on goals and timelines.
System Configuration
Setting up users, permissions, scheduling, templates, and integrations specific to your practice.
Data Migration
Secure import of patient records, scheduling data, and historical documentation.
Training & User Certification
Live walkthroughs, Q&A, and best practice sharing for all staff roles.
Testing & Validation
Parallel running and quality checks to guarantee readiness before going live.
Go-Live & Post-Launch Support
Final deployment with direct access to our support team for fast issue resolution.
What our clients say about onboarding
Hear from practices like yours who successfully transitioned to Digital Patient Chart
Dr. Jerome Ri
Upper Cervical Carson
Frequently Asked Questions
How long does the onboarding process take?
The typical onboarding timeline ranges from two to four weeks, depending on the complexity of your practice and the volume of data to be migrated. We work with you to set clear milestones and ensure a smooth experience.
What steps are included in the onboarding process?
The process includes a kickoff meeting, system configuration, secure data migration, staff training, testing and validation, followed by go-live support and ongoing assistance.
How is our patient data protected during onboarding and migration?
All data transfers use industry-standard encryption protocols. Patient information is handled securely and remains fully compliant with HIPAA and other applicable regulations throughout the onboarding process.
What training options are available for our team?
We provide flexible training formats, including live virtual sessions, in-person workshops (where possible), and access to self-paced tutorials and help resources tailored to every role in your practice.
Will we have ongoing support after we go live?
Absolutely. Our customer support team remains available for troubleshooting, questions, and guidance both during and after onboarding to ensure your long-term success.
Can onboarding workflows be customized for our specialty or practice size?
Yes, our onboarding specialists adapt system configurations, templates, and training to fit your organization’s unique workflows and needs.
What if we encounter issues or need help during the onboarding process?
You’ll have a dedicated onboarding manager and direct access to our support team to address any questions or challenges quickly and efficiently.
