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For provider success managers: create ready-to-share onboarding folders

For provider success managers: create ready-to-share onboarding folders

Provider success managers set up providers manually, creating onboarding delays. This workflow creates a pre-filled shared folder with onboarding docs at record creation, so staff begin onboarding.

For provider success managers: create ready-to-share onboarding folders

Overview

Manual folder setup delays provider activation and risks patient access. This workflow provisions a pre-filled shared folder and copies essential onboarding documents whenever a provider record is created, eliminating manual file prep and ensuring resources are available from day one. Provider success teams report faster handoffs and zero missed documents.

Notable Features

  • Create provider shared folder
  • Populate folder with onboarding docs
  • Add folder link to record

For provider success managers: create ready-to-share onboarding folders