Send onboarding walkthrough invite to new providers today

When onboarding tracker entries change, your new providers can miss scheduling details for the 1:1 walkthrough. The flow sends a personalized scheduling email so providers can book within three days.

Send onboarding walkthrough invite to new providers today

Overview

Onboarding steps that flip without an immediate invite leave clinicians waiting and create manual follow-up work. Automating the scheduling email delivers a consistent, personalized invite within minutes so your provider experience team can secure first walkthroughs within three days and cut manual handoffs.

Send onboarding walkthrough invite to new providers today