Introduction

Once your company has signed a contract, the Patient Prism onboarding team will create your company in our system and add the contact people as Company Administrators.

We will then reach out via a Welcome Email to introduce you to the Patient Prism team and system.

This Welcome Email will contain information and a link to schedule a Kickoff Call.
This guide will provide instructions and guides to help you set up your company in Patient Prism to receive the data you want to analyze.

1. Review the Welcome Email and this Guide.
2. Scheduling your Kickoff Call.
3. Add your users to the Patient Prism system.
4. Create tracking phone numbers to analyze calls when they are dialed.
5. Add your Patient Prism code snippet to your website(s) to track Form Leads.
6. Check and update your location settings and create business schedules. (Optional)
7. Meet with your Client Success Manager for a System Overview and Training Session.
8. Ongoing Customer Success Meetings and Touchpoints.
   
   

When ready, please use the link in the Welcome Email to schedule your Kickoff Call.

Please invite all decision-makers, including anyone from your team, who will decide on your tracking method and user setup details.

The next article will explain how you can add other users to the Patient Prism system:

Add your users to the Patient Prism system.